What’s In This Guide?

Mekorma Invoice Capture utilizes Microsoft Power Platform to automate data capture and invoice entry into Dynamics GP. When an invoice is received by email, it triggers Microsoft’s AI to read and extract the essential information. The data is then transferred to your ERP system using a Power Automate flow. Once in Dynamics GP, the invoice can be validated and processed according to your business rules.

This implementation guide will walk you through the following topics. These items should be completed in the order in which they are displayed in this guide.

• About Mekorma Invoice Capture

• Invoice Capture Architecture and Security

• Microsoft Power Platform Requirements

• Setting up a SQL Server Proxy Login

• Installing Microsoft On-Premises Data Gateway

• Connecting to Your On-Premises SQL Server in Your Power Apps Environment

• Installing Invoice Capture

If you are already using Mekorma Invoice Capture, use this information to upgrade.

• Upgrading Invoice Capture