Dynamics 365 Finance: Core financials - Enhancements to Invoice capture

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‑vol…