Business Central – CoPilot Enhances PO Matching

The e-documents feature in Business Central plays a key role in automating the receipt and processing of invoices from vendors.

From April 2025, Copilot can help this process by improving the mapping and matching of vendor invoices to purchase orders. This assistance reduces time spent on tasks that would normally include extensive search, lookup, and data entry. This feature improves accuracy and adds new capabilities to matching e-document lines with Copilot.

To experience this feature, sign in to your Business Central online environment and follow the instructions to map e-documents to Purchase Order lines with CoPilot.

The feature extends the current Copilot with the following capabilities:

  • Beyond using an 80% string match in descriptions for automated matching, Copilot now also incorporates item references and G/L mappings in preprocessing.
  • If an incoming e-document has lines that aren’t present in the related purchase order, it highlights the discrepancy and you can run the Transfer to action, which prompts you to specify the Type (GL Account, Item Charge, and so on) and Number you want to connect. Afterward, Copilot creates a new line in the Purchase Order.
  • If you enable the new Keep mapping references setup, lines that Copilot matches are saved for future use, either as an item reference or a G/L mapping.

Note

  • Copilot responses are subject to availability and quality of the documentation provided by each app publisher. Microsoft isn’t responsible for third-party content provided by app publishers.
  • This feature is part of Copilot chat and is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use.
  • This feature is supported in English only. While it can be used in other languages, it might not function as intended. Language quality might vary based on the user’s interaction or system settings, which may impact accuracy and the user experience.
  • AI-generated content might be incorrect.

If you’d like to discuss more about Business Central’s upcoming changes, or about making the move across to BC, reach out today to Brookland Solutions for a no obligation discussion. Get in touch!

March 28, 2025

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It’s valid to ask, “Do I have to use Making Tax Digital for my business?” If you haven’t started exploring how MTD affects you or your business yet, now is the right time to prepare for the shift. In our MTD-readiness guide, you’ll learn if your business will be impacted by the April 2026 deadline and how you can prepare in advance. Making Tax Digital April 2026 - What Does It Mean? From April 2026, MTD for ITSA will apply to: Self-employed individuals Landlords (those with income from UK property or overseas property) Partnerships with self-employed individuals, where the combined turnover crosses the threshold People with multiple income sources. For example, a self-employed individual who also has rental income Thresholds for Compliance: From April 2026: Those with a gross annual income over £50,000 From April 2027: Those with income over £30,000 From April 2028: Those with income over £20,000 These thresholds are for gross business/ trading and/or property income before expenses, not income from profit. What Do the HMRC Making Tax Digital 2026 Changes Mean for Your Business? If these upcoming changes apply to you, you’ll need to: Start Maintaining Digital Records Keeping paper trails or spreadsheets isn’t enough (unless spreadsheets are used via bridging software). You’ll also need to keep digital records of your income and expenses, which is best done with MTD-compatible software in Business Central. Start logging business expenses, sales, income, and bank transactions. Take photos of receipts and upload them to the records. Submit Quarterly Updates Instead of one annual tax return, from April 2026, you’ll need to send four quarterly updates. These updates report your tax position after every quarter, lowering the load and stress of the year-end rush. Remember to submit updates by: August 7 (for quarter ending July 5) November 7 (for quarter ending Oct 5) February 7 (for quarter ending January 5) May 7 (for quarter ending April 5) Create a Final Declaration You’ll also need to send an End of Period Statement (EoPS) and a Final Declaration at the end of the tax year, replacing the traditional self-assessment exercise. Common Making Tax Digital Problems Businesses May Face Ahead of MTD 2026 In the rush to meet the upcoming deadline, your business may face some common Making Tax Digital problems. Here’s how you can resolve them: 1. Using Incompatible or Unapproved Software Making Tax Digital mandates the use of compatible and approved software for submissions. 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