Continia Document Capture
Take invoice automation to the next level by processing PDF – and PEPPOL/XML-based vendor invoices directly in Microsoft Dynamics 365 Business Central.Take invoice automation to the next level by processing PDF – and PEPPOL/XML-based vendor invoices directly in Microsoft Dynamics 365 Business Central.
Automated data capture – no matter the format
With this app, you can automate every step of your daily invoice processing – from receiving and registering the documents to retrieving them again later for auditing and reporting.
The solution supports a wide range of document formats, PDF-files and electronic documents with out of the box support for major XML-based invoicing formats in Europe, providing you a complete solution to communicate effectively with your vendors from all over the world.
PDF-files are automatically downloaded from predefined e-mail addresses and processed using award-winning OCR technology - with no user involvement at all. Paper documents are scanned using a desktop or network scanner and follow the same flow as PDF files.
Electronic documents are processed the same way as PDF-files, and the solution automatically applies a set of registration, approval and posting rules that enables you to quickly process the PEPPOL/XML document to a purchase invoice and if desired even post the invoice immediately.
Everyone can approve
Approving invoices can be done either directly in Business Central or online using a web browser - enabling everyone in the organization to access the approval workflow. Approvers can see the original invoice on the screen and either accept, reject, place it on hold, or forward it to another person for review or approval. Comments and attachments can easily be added too.
With Continia Web Approval Portal, all employees with no direct access to Business Central have the same opportunities to approve invoices and other documents. No matter where the employee is located, all that is required for accessing and approving documents is internet access.
Easy access to documents
The digital archive in Continia Document Capture makes it easy for you to access the registered documents from relevant places in Business Central. You can open the PDF-invoice from the posted invoice card or general ledger entries.
Features and benefits of using this app:
Efficient processing and registering of documents – no matter the format
Eliminate manual registration and handling of documents
Approval of purchase invoices and credit memos from anywhere
Easy and quick search for archived purchase documents
Geographical independence – remote employees can view purchase documents too
Strong control and security with full audit trails
When setting up Document Capture 365, you select the modules useful to you. The Essential module contains the base functionality of Document Capture 365 and allows you to start processing purchase invoices and credit memos right away.