The new Payables Agent in Microsoft Dynamics 365 Business Central introduces an AI-powered approach to processing vendor invoices. By monitoring a designated mailbox, extracting information from PDF invoices, identifying vendors, and preparing purchase invoice drafts, the agent can help reduce manual data entry and streamline accounts payable processes.
In this session, we will explore how the Payables Agent works from invoice receipt through draft creation and review. We will walk through the setup and supervision experience, discuss how the agent determines invoice details, and highlight important considerations such as permissions, Copilot Credit consumption, document requirements, and current limitations.
Join us for a practical look at what the Payables Agent can do today and how it may fit into your organization’s accounts payable workflow.
Who is presenting
Dave Rhue
ERP Team Lead · TruNorth Dynamics
I’m David Rhue. I help people and businesses cut through noise and complexity so they can focus on what matters. By trade, I’m an ERP guy, two decades deep in Microsoft Dynamics…
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I’m David Rhue. I help people and businesses cut through noise and complexity so they can focus on what matters. By trade, I’m an ERP guy, two decades deep in Microsoft Dynamics 365 Business Central. I’ve led full-scale transformations, turned chaotic systems into clarity, and shown companies how technology can actually serve people, not the other way around. That’s the work that pays the bills. But for me, it’s never just been about the software; it’s about people gaining confidence, teams breathing easier, leaders making smarter calls. But I’m more than a consultant. I’m a writer. Words are how I make sense of the world, from technology insights on my blog, The BC Dr., to fiction writing that provokes thought. Writing lets me connect dots between business and story, systems and humanity. I’m also a speaker. Put me in a room, and I’ll make the technical feel simple, practical, and meaningful. I’ve spoken at major industry events, including Dynamics Community Summit and Directions, and represented firms at client and partner gatherings.
Michelle Serna
SVP of Revenue
Michelle's
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