Do you need a solution in Business Central that scans, extracts OCR data, registers, and archives all types of documents with full-text search capabilities? Then you need Continia Document Capture.
PDF files are automatically downloaded from predefined email addresses and processed using state-of-the-art OCR technology, with no user involvement. Paper documents are scanned using a workstation or network scanner and follow the same flow as PDF files.
All relevant information from the documents is automatically transferred to the corresponding fields in Microsoft Dynamics 365 Business Central, ensuring a fast and efficient document input process.
Process Purchase Invoices
Continia Document Capture streamlines the processing and management of purchase invoices with a wide range of features, such as automatic vendor detection, document summary, and registration. Essentially, you no longer need to manually enter invoices, as the system automatically creates them based on the scanned documents.
Invoices can be automatically matched with existing purchase orders or receipts and can be approved and posted if the amounts fall within predefined thresholds.
Approval Workflows for Everyone
Invoice approval can be carried out either directly in Microsoft Dynamics 365 Business Central (Navision) or online using a web browser, allowing anyone in the organization to access the approval workflow. Approvers can view the original invoice and choose to accept, reject, put it on hold, or forward it to another person for review or approval. Comments and attachments can also be added.
Through the Continia Web Portal, employees without direct access to Dynamics 365 Business Central can approve invoices and other documents, regardless of their location.
Access Documents from Anywhere
The digital archive in Continia Document Capture stores all PDF files and scanned documents, making access effortless. You can open invoices in PDF format directly from the invoice card or the general ledger entries.
The digital archive is fully indexed, meaning you can search for any text within the documents, even if the information hasn’t been transferred to a field in Dynamics Business Central. This allows you to search for reference numbers, serial numbers, and any other information on purchase invoices and other documents.
Continia – A Benchmark in Excellence and Innovation
Continia Software is a Danish partner with over 25 years of experience in the market, specializing in developing add-on products for Dynamics 365 Business Central. Its products are distributed worldwide through a network of partners, with Elian Solutions being one of them. Currently, more than 7,000 customers benefit from one of the add-ons developed by Continia.
Continia Document Capture is available for any version of Dynamics 365 Business Central, as well as for Dynamics NAV (Navision), from NAV 2009 to NAV 2018.