Dynamics 365 Finance - Enhancements to Invoice capture

We are announcing an enhancement to Invoice capture with AI driven invoice header derivation, Purchase Order (PO) easy validation, and charge recognition in Dynamics 365 Finance. This feature will reach public preview on September 15, 2026.

How does this affect me?
This release consolidates multiple Invoice capture enhancements into a single, cohesive capability update with a public preview in 10.0.49. Updates include:

• AI based invoice header level derivation: Improves matching of invoice header level to purchase orders and procurement categories using vendor data. Continuous learning applies user corrections to future invoices, increasing touchless processing and reducing repeated manual effort.
• Side by side invoice and purchase order view: Allows finance users to view invoice lines, the invoice PDF, and purchase order details simultaneously. This reduces context switching during manual matching, speeds up exception resolution, and lowers the risk of user error without changing existing purchase order structures.
• Enhanced charge recognition and allocation: This feature automatically identifies and classifies header level and line level charges on vendor invoices. Charges are allocated using defined rules during transfer to Dynamics 365 Finance, preventing invoice total mismatches and reducing downstream corrections.

While the current release focuses on improving automation accuracy, exception handling efficiency, and usability for high volume invoice processing, future direction will be continued expansion of intelligent recognition, support for more complex invoice layouts such as line-level derivation, and ongoing scalability and usability improvements aligned with broader accounts payable automation investments.

What action do I need to take?
This message is for awareness, and no action is required.

If you would like more information on this feature, please visit Enhancements to Invoice capture.