Videos
Because seeing is believing
Datahaven 365: AP & Document Management Solution Overview
The video introduces Datahaven365 and explains how it reimagines the paperless experience inside Microsoft Dynamics. It highlights how users often struggle with scattered documents, manual workarounds, and limited visibility across transactions. It shows how Datahaven uses its patented virtual folder structures to organize documents in context, keep everything accessible on the Business Central pages where users work, and streamline daily tasks. It also demonstrates how documents flow naturally into the system, stay linked to records automatically, and support faster processing across finance, sales, and operations.
Document Archiving: Datahaven 365 vs. Native Business Central
The video explains common challenges organizations face when storing documents in Microsoft Dynamics 365 Business Central, including inconsistent naming, difficulty finding files, and database bloat. It demonstrates how Datahaven automatically organizes documents, emails, and transactions into context-aware virtual folders visible across all relevant pages. It shows how files are captured, named consistently, linked through deep data linking, and easily archived using drag-and-drop. (6:39)
Datahaven 365: Comprehensive Visibility from the Payment Journal
The video demonstrates how Datahaven enhances payment journal processing in Business Central by updating document folders dynamically as users move through each line. It shows how AP teams can instantly access linked invoices without switching screens, ensuring visibility for every vendor payment. The presenter highlights missing invoice scenarios, where Datahaven provides warnings or prevents posting based on configuration. (2:26)
Datahaven 365: AP Automation for PO-Based Invoices
Datahaven’s AP Automation streamlines invoice processing within Microsoft Dynamics by routing invoices from classification through automated three-way matching and approval. The tool validates PO and non-PO invoices, identifies mismatches, supports partial receipts, and provides full document visibility through its embedded folder structure. AI accelerates field extraction and eliminates manual fingerprinting. Exceptions like freight discrepancies are resolved quickly, improving accuracy and helping AP teams capture early-payment discounts while maintaining real-time status views for all invoices. (8:16)
Datahaven 365: AP Automation for Non-PO Invoices
Datahaven automates non-PO invoice processing in Business Central by identifying duplicates, extracting all header and line fields, and eliminating manual data entry. Users can apply vendor-specific defaults, code expenses, attach supporting documents, and initiate departmental approval workflows with only a few clicks. Approvals can be completed inside BC or directly by email, even by non-BC users. Every action is logged in Datahaven’s audit history. This automation accelerates processing, reduces errors, and helps AP teams capture early-payment discounts. (7:58)
Datahaven 365: Archiving Automation with AI-Suggested Splitting & Classification
Datahaven’s AI classification tool automatically monitors email inboxes and network folders, identifies incoming documents, and classifies them as packing slips, vendor invoices, or other support files. Packing slips are linked to the correct purchase orders and moved out of workflow with a single action. Multi-page PDFs containing multiple invoices are automatically detected and split. The AI engine then routes each invoice into AP Automation for matching, coding, or review. Support documents like COAs and spec sheets are also captured, named, and archived against the correct purchase order for complete visibility. (2:51)