Special offer:

React quickly at the time of the coronavirus: Ready to work via home office.

The coronavirus currently brings empty offices. Entrepreneurs send their employees to the home office – even if not all precautions could be taken in the fast time of the virus’ spread. For example, the processing of proofs, documents and sales orders is difficult because employees do not have access to their documents or several employees cannot process a document at all. The approval workflow also takes a long time.

We are making a special offer for the Document Capture add-on from Continia. The solution supports your employees in the automatic creation of purchase invoices and sales orders, thus preventing frictional losses. In short: documents are scanned by one person, automatically assigned to the responsible employee, processed by him and then automatically forwarded via the approval workflow.

Our offer is a combination of a license for the add-on and a particularly fast setup of the basic functions, so that you and your employees can work optimally from your home office as quickly as possible.

Automated document management for Microsoft Dynamics 365 Business Central/NAV.

At a glance:
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The management of documents is

your challenge.

Do you still rely on conventional, manual document entry? Then you will certainly still compare purchase orders and documents manually and need a lot of time to search for documents in the archive. The location dependency should also be mentioned.

In summary, the conventional procedure is time-consuming, costly and error-prone and costs you time and money. We are of the opinion that these every day, administrative processes can be digitized and automated.

With intelligent document capture

you work more efficiently.

Automated document capture

The Add-On Document Capture of our partner Continia is the best and most comprehensive add-on solution for Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision). With this tool you can scan all kinds of documents, extract, register and archive OCR data. PDF files are – if desired – downloaded directly from specified e-mail addresses and processed with OCR technology. This process runs automatically – in other words, without any action on the part of the user. Paper documents are scanned by desktop or network scanner and processed in the same way.

Particularly useful is the interface to Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision), through which all important information on documents is automatically transferred to the corresponding fields in Microsoft Dynamics, which significantly increases efficiency.

Processing and administration of invoices

The processing and administration of documents is simplified by some functionalities (e.g. automatic supplier identification, document overview, incoming messages). Invoices can be automatically compared with existing purchase orders or receipts (step 1), then approved (step 2) and entered (step 3). Of course, a range of values can be defined for this.

Location-independent access to documents

The digital archive contains all PDF files and scanned documents, which can be easily accessed via Microsoft Dynamics.

See here

the details at a glance.

Functions

  • add documents to each record using Drag & Drop
  • automatic capture of documents (text recognition via OCR)
  • automatic comparison of orders and invoices (automatic assignment of a purchase order)
  • registration of different types of documents (payment advices, delivery notes, etc.)
  • optimized electronic document flow
  • digital filing of documents
  • approval procedure within Dynamics or web portal for incoming invoices
  • digital document archive with location-independent access including full text search

Compatibility

  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics NAV

Extras

  • training
  • support
  • customizing
Automated document management:

What advantages does Document Capture offer?

Intuitive handling

The user-friendly interface facilitates operation. In addition, the add-on takes scanned files from emails, so you can scan from anywhere.

Savings in time

The automation of document capture saves a lot of time. The add-on also extracts relevant data and makes it available in the ERP system.

Web browser

For example, to approve invoices, you can access documents either directly from Dynamics 365 Business Central/NAV or via a web browser.

Full text search

Find documents using full text search, even if the information has not been transferred to a Dynamics 365 Business Central/NAV field.

Our Partner:

This is Continia Software.

Continia

Our partner Continia Software has set itself the goal of accelerating your processes. In more than 25 years Continia has gained experience in making Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) more effective for customers.

From automated document processing and a confirmation portal to automated registration of travel activities, Continia Software offers many useful add-ons.

We are happy to advise you on

automated document management for Microsoft Dynamics 365 Business Central 365/NAV.

Request a live demo or consultation

Our experts will be happy to show you the app in a live demo.

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Downloads

Navigate to the downloads and download the factsheet.

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Get in contact with us personally

Do you have any questions? Please feel free to contact us by mail or telephone.

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