Configure ReadSoft Online for use with Microsoft Dynamics NAV or Dynamics 365

When you sign up for a ReadSoft Online account for Microsoft Dynamics NAV or Dynamics 365, you gain access to ReadSoft Online Admin Center, which you can use to configure ReadSoft Online to suit your needs. To configure ReadSoft Online for use with Microsoft Dynamics NAV or Dynamics 365:

  1. Click the login link in the ReadSoft Online welcome email, and login with the username and password for your ReadSoft Online service account.
  2. In Admin Center, follow the welcome guide, which describes additional setup steps, such as enabling Verify and creating additional users with access to invoice verification.

    We strongly recommend using Verify, so you can check invoices for correctness before they enter your Microsoft Dynamics system, as well as to improve ReadSoft Online performance.

  3. To enable Verify in Admin Center, navigate to the Process control settings (Account > Services ) and by set Data verification to On field error or Always and click Save.
  4. If you enabled Verify, you must create users with access to Verify by navigating to Account > Users, clicking Add and creating a user with the Role setting set to User.

    After you complete these steps, you are ready to begin processing invoices.