New Features in Electronic Documents for BC 27.0

 Business Central 27.0 makes handling electronic documents faster, smarter, and more reliable. Businesses can now exchange invoices, orders, and confirmations digitally with greater accuracy and compliance. Enhanced automation reduces the need for manual entry, cuts down on errors, and ensures smoother communication with customers, vendors, and authorities. These updates save time while keeping document processes consistent and audit-ready. 

Exchanging documents digitally is becoming the standard for many businesses. Business Central now expands support for the PEPPOL format, one of the most widely used standards for electronic document exchange. In addition to invoices and orders, companies can now export finance charges and reminders in PEPPOL, making it easier to share financial information with customers and partners.

What’s new in this release:

• PEPPOL format now supports issued finance charges and issued reminders.
• Improves compliance and consistency when exchanging financial documents electronically.
• Expands interoperability with major document exchange service providers.

How to enable PEPPOL for finance charges and reminders:

1. Open the E-Document Service page in Business Central.
2. Run the Supported Document Types action.
3. On the Supported Source Document Types page, add Finance Charges and Reminders.
4. Business Central will then generate PEPPOL-formatted files containing the financial values from these documents. 

This update makes electronic document exchange more complete, helping businesses reduce manual paperwork while ensuring compatibility with their partners’ systems.

Every business has different ways of sharing documents with customers — whether by email, through an electronic exchange service, or both. Business Central now makes this easier with updated document sending profiles, giving you the option to send documents as electronic files and emails in one step. This saves time, reduces duplicate effort, and ensures customers receive documents in the format they prefer.

What’s new in this release:

• Send a document as both an e-document and an email attachment at the same time.
• More flexible handling of posted documents in sales (orders, invoices, and credit memos).
• Streamlined workflows that combine posting and sending into a single action.

How to use document sending profiles:

1. Open a Sales Order, Sales Invoice, or Sales Credit Memo.
2. Choose either Post or Post and Send.
3. Based on your configuration, Business Central will:
   • Post the document and send it via your e-document service integration.
   • Post and send it both as an e-document and as an email.
   • Or, if service integration isn’t enabled, create the e-document for download or email it directly.

This flexibility ensures you can meet customer expectations while keeping your internal processes simple and consistent.

Many countries now require that invoices are reviewed and approved by tax authorities or certified third parties before reaching customers. Business Central supports this through the new Clearance model for electronic invoices, ensuring compliance with local regulations while reducing risk of penalties for non-compliance.

By automating validation and approval steps, the Clearance model streamlines invoicing workflows, improves accuracy, and enhances transaction traceability.

What this feature does:

• Routes invoices to the tax authority or authorized certifier before they are sent to the customer.
• Automates validation and approval, reducing manual effort and minimizing errors.
• Helps businesses comply with e-invoicing regulations in countries that mandate clearance processes.

This feature ensures businesses stay compliant while keeping invoicing fast, accurate, and transparent.

 In some countries, regulations require businesses to provide electronic documentation for shipments and transfer shipments. Business Central now supports these requirements with new e-document types, making it easier to stay compliant while streamlining logistics.

By mapping these document types directly to Sales Orders and Transfer Orders, companies can ensure that shipments are properly documented and efficiently processed — reducing errors and meeting local legal requirements.

What this feature does:

• Adds new e-document types for shipments and transfer shipments.
• Allows mapping of these documents as outbound documents from sales or transfer orders.
• Supports localization requirements in countries where shipment documentation is mandatory.

This update ensures that businesses handling cross-company or cross-border shipments stay compliant while keeping workflows simple and efficient.

Electronic documents are now the standard in modern business, but companies need flexible ways to share them across tools and systems. With new Power Automate APIs, Business Central makes it easy to send and receive e-documents beyond the built-in connectors or email options.

By integrating the E-Documents app with Power Automate, businesses can connect to the broader Power Platform or third-party systems. This ensures documents can move seamlessly between Business Central and the applications your teams already use.

What this feature does:

• Lets you send e-documents as BLOB files through multiple communication channels.
• Enables easy sharing of electronic sales documents with other apps and services.
• Automates the receipt of e-documents in purchasing, storing them in Business Central for further processing.
• Extends e-document workflows into the Power Platform for added flexibility and automation.

How to enable and use the APIs:

1. In Business Central, enable the E-Documents APIs.
2. Connect the E-Documents app with Power Automate.
3. Build flows to share e-documents with Power Platform tools or external systems.
4. Automate the receipt of incoming e-documents into the E-Documents tables for processing.

This update gives businesses greater flexibility in how e-documents are exchanged, ensuring smoother integration with both Microsoft and external ecosystems.