Level 4 · 75.10.015.100 · July 2026 catalog

Define invoicing policies in Dynamics 365 Finance

5 setup steps in this process. Applies to Dynamics 365 Finance.

Microsoft business process catalog July 2026

Catalog source ↗

Worked example

Follow this setup done step by step in a test company, with the menu paths, values and screenshots.

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Setup steps in this process

AP-POLICY-010

Set up Vendor invoice expenditure reviewersMaster data · Accounts payable > Policy setup > Vendor invoice expenditure reviewers

AP-VENDORS-010

Set up Vendor exception groupsMaster data · Accounts payable > Vendors > Vendor exception groups

AP-POLICY-020

Set up Vendor invoice policiesMaster data · Accounts payable > Policy setup > Vendor invoice policies

AP-POLICY-030

Set up Vendor invoice policy rule typesMaster data · Accounts payable > Policy setup > Vendor invoice policy rule types

Set up Invoice captureMaster data · Accounts payable > Setup > Invoice capture