Hi, Readers.
Dynamics 365 Business Central 2025 wave 1 (BC26) is generally available. More details: General Available: Dynamics 365 Business Central 2025 release wave 1 (BC26).
And minor update 26.3 for Business Central 2025 release wave 1 has been released for Business Central online. More details: Cumulative Update Summary for Microsoft Dynamics 365 Business Central (July, 2025)
I will continue to test and share some new features that I hope will be helpful.
Automate payables processes with the Payables Agent:
Business value
Automate payables processes with the Payables Agent | Microsoft Learn
The Payables Agent in Business Central assists you by automating tedious and time-consuming accounts payables (AP) and accountant tasks, saving time and reducing errors. The agent sources vendor invoice attachments from email and SharePoint, and creates purchase invoice documents in Business Central for review. The agent uses available purchase history or the company’s accounting policies to register purchase invoices. The Payables Agent allows AP professionals, clerks, and accountants to focus on more demanding tasks, boosting productivity and efficiency.
This is a new AI agent feature introduced at the Business Central Launch Event (2025 release wave 1) and BC TechDays 2025.
BC TechDays 2025: Opening Keynote
In the first version, the Payables Agent can source purchase attachments (PDF files) from a Microsoft 365 email account where vendors send their invoices. These invoice documents are imported into E-Documents in Business Central for further processing. After importing the documents, the agent moves the files to an archive folder.
In BC26.3, we can already try this new feature. (Maybe all Agent functions will be displayed in this location in the future)
PS: Please note that it is not available in all regions yet, and may be the same as when Sales Order Agent was available, only in the United States and the United Kingdom. (Sorry I didn’t test all regions)
More details: Business Central 2025 wave 1 (BC26): The public preview of the Sales Order Agent is now available in both the United States and the United Kingdom
For example, not yet available in the JP region (W1).
Next, let’s set it up briefly.
My Test Version: US Business Central 26.3 (Platform 26.0.36152.0 + Application 26.3.36158.36305)
Choose Activate.
Select Active.
Summary:
Monitors incoming emails for vendor invoices, matches senders to registered vendors, and creates purchase document drafts for review. This agent uses generative AI – review its actions for accuracy.
Setup Email account.
Try the Payables Agent with these sample invoices. Run this guide to get started.
Sample invoice guide:
Great.
Payables Agent uses past invoice data to suggest details for new documents. You can configure which additional invoice fields should be auto-filled beyond what’s already included.
Configure additional fields: Note that this page is only accessible after clicking Update.
Finally, click Update in the lower right corner to complete the settings.
Done.
You can check out Microsoft’s demo for details and go try it out.
END
Hope this will help.
Thanks for reading.
ZHU
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