Invoice system status tracking

Internship project 2022.06

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Client

Microsoft

Services

Microsoft

Deliverables

internal version update

Website

Live preview

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About the project

The Microsoft Dynamics 365 Finance System is a cloud-based financial management system designed to streamline financial processes and improve business efficiency. With its advanced features and capabilities, it offers a comprehensive solution for businesses of all sizes.

Some of the key features of the Microsoft Dynamics 365 Finance System include:

Financial management: The system offers a range of financial management tools, including budgeting, financial reporting, and cash flow management.
Supply chain management: It enables businesses to manage their supply chain effectively, with features such as inventory management, procurement, and logistics.
Project management: The system includes project management tools, such as project planning, tracking, and resource management.
Business intelligence: It provides real-time insights into business operations, allowing for informed decision-making.

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With large amount of clients using the platform and growing every day there were some elements of the client-side user experience and the logic to track the invoice that hadn’t seen much love.As the workspace grew and different type of the invoice swarm into, there was a need for an invoice status table with improved users experience

First view of current workspace

1.Lack of the column of the invoice status directly in the main page

2.Not friendly for user to track their invoice

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According to Microsoft cloud research, the current satisfaction and ease of use are both very low

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Interview

I asked some of my friends again and they said that in all cases, the invoices were there, but they were hard to find. Without a clear way to determine which invoice they need to download, customers will often download multiple invoices of the same status until they find the one they are looking for.

Often they download multiple invoices of the same status until they find the one they are looking for
The original invoice sheet contains the basic elements, but does not contain any information/other than "total" to help them identify the invoice they are looking for.

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Unclear invoice status is a problem because the number of interactions required to submit an invoice is increased constantly and it’s difficult to track different status of the invoice to realize what to do next with an incomplete vendor invoice we believe optimizing the invoice status and figuring out the logic in the pending invoice will speed up the workflow in order to saving their time to complete posting the vendor invoice in the system.