Document Capture
Eliminate manual document processing with Continia Document Capture
Anytime a purchase is made in your business – whether it’s new office chairs or coffee – you receive an invoice either in the post or via email. Valuable time is then spent manually processing these documents. By using Continia Document Capture, you can automate every step of your daily invoice processing – from receiving and registering documents to retrieving them in the digital archive.
Automate your invoice workflow!
Benefit from a solution that can automatically detect and process both PDF and electronic documents directly in Microsoft Dynamics Business Central with no need for physical paper documents.
This allows for a much more efficient and precise handling of invoices and business documents, saving you time and eliminating errors. Additionally, because of the digital archive, you no longer need to look up any documents in physical ring binders. Everything can be found instantly through a quick search.
Below we have some of the capabilities of Continia Document Capture.
Automated data capture
Continia Document Capture is the most comprehensive end-to-end add-on solution for Microsoft Dynamics to scan, register, post, and archive documents with full-text search capability, plus the ability to extract OCR data.
PDF files are automatically downloaded from predefined e-mail addresses and processed using award-winning OCR technology – with no user involvement. 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, document overview, and inward registration.
Using 3-way matching, invoices can be automatically matched 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 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 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 means you can search for any text in 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.
Purchase Contract Intelligence
This new tool is built to detect patterns in new and past invoices. It can then suggest creating contracts for any recurring invoices, saving you time, and increasing efficiency.
Notifications for Admins about Open Documents
Admins can now receive automated notifications through email about unprocessed documents to prevent them from going unnoticed.
Dynamic Columns in the Document Journal
Dynamic columns give you the option of personalised views, sorting and filtering options, and specific data within your document journal list.
Secure Archive
It’s important to store digital bookkeeping documents securely and in compliance with local legislation. Secure Archive is built to manage this, preserving your document’s integrity and traceability. It includes an integrated logging feature that monitors the journey of each document, from receipt to the final bookkeeping entry. In Germany, it is certified and recognised as a trusted, audit-proof archiving solution.
If you would like to know more about Continia Document Capture and how it could benefit your business, contact us here.