DisbursementFlow 365
Pay vendors and employees through any bank, with maker-checker control.
Pays vendors and employees through any bank: bank connection profiles, account validation (IBAN rules for 89 countries), maker-checker batch approval, ISO 20022 pain.001 files, and an immutable status log.
How a payment batch flows through DisbursementFlow 365
One controlled path from approved payments to the bank file, with a status log that cannot be altered.
- Dynamics 365 Build the batch Vendor and employee payments are gathered into a batch.
- DisbursementFlow 365 Validate accounts Account details are validated, with IBAN rules for 89 countries. Control point
- Maker Prepare for release The maker completes the batch against the bank connection profile.
- Checker Approve the batch A different person approves it under maker-checker control. Control point
- DisbursementFlow 365 Generate the file An ISO 20022 pain.001 file is produced for the bank.
- Bank and finance Track status Every status change is written to an immutable log and posts back to the ledger.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Bank connectivity | Per-bank development | Connection profiles for any bank |
| Account validation | None | IBAN rules for 89 countries |
| Approval | Standard workflow | Maker-checker batch approval |
| File format | Custom | ISO 20022 pain.001 |
| Audit | Editable | Immutable status log |
Delivery and support
DisbursementFlow 365 is implemented by Software Dynamics on Finance & Operations, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does DisbursementFlow 365 run on?
Finance & Operations. The listing on this page shows the platform, status and licensing.
How is DisbursementFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.