CONTINIA – Document Management For Dynamics NAV Business Central

Document Capture

Streamline and automate every step of daily document handling – from receiving and registering a document, to approval, posting and ultimately retrieving previously processed documents from the digital archive.

Automated data capture

Continia Document Capture is the best and most comprehensive end-to-end add-on solution for Microsoft Dynamics that scans, extracts OCR-data, registers, posts, and archives all types of documents with full-text search capability.

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.

All relevant information on documents is automatically transferred to the corresponding fields in Microsoft Dynamics NAV, making it fast and efficient to register incoming documents.

Invoices in XML-format already contain all the necessary information and do not require OCR processing – you can simply import these using Continia XML-Import.

Invoice processing and management

Continia Document Capture streamlines processing and managing purchase invoices with a wide range of new features such as automated vendor detection, documents overview, inward registration and much more.

Using 3-way matching, invoices can be matched automatically to existing purchase orders or receipts, as well as approved and posted if amounts are within predefined thresholds.

Approval workflows for everyone

Approving invoices can be done either directly in Microsoft Dynamics NAV 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 Microsoft Dynamics NAV gain 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.

Access documents from anywhere

The digital archive in Continia Document Capture contains all PDF files and scanned documents, which can easily be accessed from relevant places in Microsoft Dynamics NAV. You can open the original PDF invoice from the posted invoice card or general ledger entry screen in Microsoft Dynamics NAV.

The digital archive is fully indexed which mean you can search for any text on documents, even if the information has not been transferred to a field in Microsoft Dynamics NAV. This makes it possible to search for a specific reference number, serial number or any other information on purchase invoices and other documents.

 

Web Approval Portal

With Continia Web Approval Portal, every employee can access pending approval documents on the go without using the Microsoft Dynamics NAV client and still gain the same opportunities to approve expenses and other documents.

Add any document

At any time during the approval flow, users can add attachments to the invoice or the expense such as images, spreadsheets or e-mails. The attachments added through the Web Approval Portal are immediately available to other users of Microsoft Dynamics NAV making it fast and easy to look up the attachments – even after the invoice or expense is posted in Microsoft Dynamics NAV.

No installation needed

You can use Continia Web Approval Portal without any additional installation given that the portal runs on our Continia Online Service, which is hosted on Microsoft Azure.

Approvals from the Web Approval Portal happens in real time, meaning that you always have an up to date overview of expenses and documents pending approval.

Approve from a PC, tablet or a Smartphone

The Continia Web Approval Portal is Web-service integrated directly into the Microsoft Dynamics NAV server. Through this portal, all employees can approve expenses and documents even though they have no direct access to Microsoft Dynamics NAV. The employee only needs access to a Web-browser.

Regardless of where the employee is situated, the employee can access all expenditures and documents pending approval by using a PC, tablet or a Smartphone on the go through Continia Web Approval Portal.

Two Continia solutions, one web portal

In one single system, you get access to approve vendor invoices, sales orders, expenses, and mileage. Continia Approval Web Portal only requires one license but can process documents from both Continia Document Capture and Continia Expense Management.

This means that when a user logs on to Continia Web Approval Portal, documents pending approval from both Continia Document Capture and Continia Expense Management are available.

Please note that when an approval user logs on to Continia Web Approval Portal the approver will, as a minimum, take up a Microsoft Dynamics NAV Limited User.

Expense Management

This solution provides a clear overview and easy management of all types of incoming expenses without having to use other systems than Microsoft Dynamics NAV.

Submission of receipts on the go

Business travellers no longer need to return to the office to bring in their travel report with paper receipts. They can do everything related to this on the go with Continia Expense Management.
Through the Expense Management app, travellers can do their expense reporting on the go in just a few steps: they take a picture, fill out required fields and send directly to bookkeeping. Mileage registration is handled in the same way.
All configuration of fields showing in the app is done from Microsoft Dynamics NAV, and once the expense report has been sent in by the traveller, all digital receipts will be visible in NAV.

Automatic credit card matching

Continia Expense Management enables you to import employees’ credit card spending directly into Microsoft Dynamics NAV and automatically link the individual spending line with a registered receipt.
Once matching of transactions and expense reporting is done, finance will have a full overview of transactions missing documentation from the employee.

Access documentation directly from Microsoft Dynamics NAV

Continia Expense Management will daily collect the traveller’s activities and send it to NAV. This will give you a complete overview of expenses for the company in real time, directly in your NAV.

These activities are recorded as entries and travel expenses are handled like everything else in NAV.

Approval workflows for everyone

Approving expenses can be done either directly in Microsoft Dynamics NAV or online using a web browser – enabling everyone in the organization to access the approval workflow. Approvers can see the original expense 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 Microsoft Dynamics NAV gain the same opportunities to approve expenses and other documents. No matter where the employee is located, all that is required for accessing and approving documents is internet access.