Automated document capture for Dynamics 365 Business Central/NAV.

At a glance:
The management of documents is

your challenge without the add-on.

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.

Work more efficiently

with Continia Document Capture.

The Document Capture add-on from our trusted partner Continia is a certified add-on for Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision). Continia Document Capture is seamlessly integrated into Dynamics 365 Business Central.

What functionality does the add-on provide? Watch out: The tool allows you to process all types of incoming documents. The add-on allows your employees to view and approve invoices electronically without the need to physically have the original invoice in paper form. Pretty handy, isn’t it?

  • Document origin

    Case 1: Printed documents
    When you rely on document capture software, only one person needs to deal with document scanning. All that person needs to do is open the mail and then initiate a mass scan of all new documents. The Continia Documet Capture add-on recognizes when a document ends by means of a barcode on the documents or – alternatively – a blank page between the documents.

    After that, the manual activity ends. The document no longer has to be passed through the company manually.

    Case 2: PDF documents
    The procedure is even simpler for documents that you receive by mail as attachments (PDFs). You forward these emails to a specific email address that you set up once. Alternatively, you can save all attachments in a specific folder.

  • Document recognition

    It does not matter which type of document entry you choose (printed documents or PDF documents), the documents will be analyzed in the same way using optical character recognition (OCR).

    For each document, the corresponding header (customer or vendor) is recognized by the analysis. In addition, a new document is created in Dynamics 365 Business Central. A new document would be, for example, a purchase invoice or a sales order.

    The recognition of the creditors or debtors is done via the defined standards of the Continia Document Capture add-on:

    • Name of the debtor or creditor
    • VAT ID
    • IBAN of the bank account
    • …

    The remaining lines – apart from the header – can then also be entered either via automatic document entry or manually by the respective employee.

  • Further processing

    You can continue to work with your data conveniently in Dynamics 365 Business Central (e.g. purchasing process in the Accounts Payable application area). No system change – all in one.

    The approval workflow in Dynamics 365 Business Central is ideally suited for further processing by several people. For example, Quality Management can sign off on the document and Financial Accounting can post the document.

  • Digital archive

    Your digital archive contains all files that can be easily accessed via Dynamics 365 Business Central. You can even easily retrieve the original electronic document.

    The document search of the Continia Document Capture add-on is very powerful. You have a wide range of search options, since every word on the document is recognized.

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the details at a glance.

Functions

  • document information from scanner or e-mail directly into the system
  • purchase order matching: incoming invoices vs. purchase orders
  • approval workflow in client and web browser (e.g. limit-based, four-eyes, groups, flow, dimension/cost center) via receipt of an email with a direct link to the Dynamics 365 Business Central approval window or web portal
  • digital filing and full text search via Dynamics 365 Business Central or the Document Capture Web Portal
  • ability to customize business logic for additional internal and external document types (e.g. damage reports, service reports)

Extras

  • installation of the add-on
  • setup of a document type (e.g. import of order headers, import of purchase delivery bills or import of purchase invoices)
  • training of your employees

Compatibility*

  • Dynamics 365 Business Central
  • Dynamics NAV

Deployment*

  • Cloud
  • On-Premise

*Feel free to contact us with detailed questions about supported versions.

AUTOMATED DOCUMENT MANAGEMENT:

What advantages does Document Capture offer?

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Savings in time

Your effort is minimized by automated data capture using optical character recognition (OCR).

 

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Web browser

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

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Full text search

Search for documents using the full-text search and track who approved a document and on what date at any time.

Our Partner:

This is Continia Software.

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 the financial management solution OPplus to automated registration of travel activities, Continia Software offers many useful add-ons.

Prices:

What does the Continia Document Capture add-on cost?

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Price overview

Navigate to the price overview of all products. There you will find the prices per user and month.

to the price overview

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Individual request

You can also request your individual offer. For example, if you still have questions about the product.

to the individual offer