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Speed up and automate your entire document processing in Dynamics 365 Business Central.
Are you still using the traditional, manual method of document entry? If so, you are certainly still manually reconciling orders and receipts, need a lot of time to search for receipts in the archive and are annoyed by non-transparent approval processes. You have no central control or overview of what has already been entered or posted. Isn’t that annoying and time-consuming?
Many of our customers already benefit from automated document processing and a document management system (DMS). Professionalize your Dynamics 365 Business Central (formerly Dynamics NAV/Navision) document management with us and the Continia add-on.
The add-on Document Capture from our trusted partner company Continia is certified for Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) and seamlessly integrated into the ERP solution.
What functionality does the add-on offer? Pay attention: Document Capture automates the entire process of processing incoming invoices in Dynamics 365 Business Central – from capture to posting. Incoming invoices are received by email, then automatically read using OCR technology and compared with the existing master data. The system uses intelligent templates to reliably recognize suppliers and relevant invoice information. Approval processes run digitally via individually configurable workflows before the documents are posted directly in Dynamics 365 Business Central and archived in an audit-proof manner. This saves you time, avoids errors and gives you full transparency over your invoicing processes. Pretty handy, isn’t it?
Case 1: Printed documents
When you rely on the document processing software, only one person needs to deal with scanning documents. It’s sufficient for this person to open the mail and then initiate a bulk scan of all new documents. The Continia Document Capture add-on detects when a document ends based on a barcode on the documents or – alternatively – a blank page between the documents.
After that, the manual task ends. The document no longer needs to be manually circulated within the company.
Case 2: PDF documents
For documents received as email attachments (PDF), the process is even simpler. 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 is AI-supported by means of optical character recognition (OCR).
For each document, the corresponding header (debtor or creditor) is recognized through the analysis. Additionally, a new document is created in Dynamics 365 Business Central. A new document could be, for example, a purchase invoice or a sales order.
The recognition of creditors/debtors is done according to the defined standards of the Continia Document Capture add-on:
The remaining lines, apart from the header, can then either be entered automatically through document capture or manually by the respective employee.
You can conveniently continue working with your data in Dynamics 365 Business Central (e.g., purchasing process in the Accounts Payable application area). In some cases, automated document processing is also possible with Continia Document Capture. No system change – All in one.
The approval workflow in Dynamics 365 Business Central is ideal for further processing by several people. For example, quality management can approve the document and financial accounting can post the document.
After approval, the document is posted automatically. The PDF file is permanently linked to the posting record and archived in an audit-proof manner.
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 Continia Document Capture add-on’s document search is very powerful. You have a wide range of search options, as every word on the document is recognized.
You have two options: Either access documents directly from Dynamics 365 Business Central or via a web browser.
Your workload is minimized by the automated capture of data using OCR. Your employees will love OCR document capture!
Search for documents using the full-text search and track who approved a document and on which date at any time.
Navigate to the price overview of all products. There you will find the costs per user and month as well as the number of documents.
Please contact us if you have detailed questions about supported versions.
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More Information
Document Capture is ideal for medium-sized and larger companies that use Dynamics 365 Business Central and process many incoming invoices or other business documents every day. Industries with high purchasing volumes such as retail, production or construction as well as organizations with complex approval processes benefit in particular. The solution automates recurring tasks, ensures transparent workflows and audit-proof archiving – making it perfect for your company if you focus on efficiency, scalability and digital accounting processes.
Do you still have doubts? Then get in touch with us and we’ll see together whether the product is right for your company!
From January 2025, companies must be able to receive and process e-invoices. But don’t worry – we have summarized everything you need to know about e-invoicing!
Document Capture automates the capture, processing, verification, approval and posting of incoming invoices (and other documents). This includes OCR recognition, data extraction, comparison with purchase orders and approval workflows.
Incoming invoices, credit notes, orders, delivery bills and contracts – including multi-page PDFs – can be processed as standard. We can configure other document types individually for you.
Yes, Document Capture is compatible with both the cloud and on-premises versions of Microsoft Dynamics 365 Business Central.
Whether you are implementing Dynamics 365 Business Central from scratch, upgrading from an old system or just want to extend your existing software, we will be happy to advise you!
Yes, the solution uses AI-based OCR technology for intelligent data extraction and supports automated learning of document templates.
Yes, multiple users can check, approve or view invoices at the same time. The number of users is not limited by Document Capture itself – only by Dynamics 365 Business Central.
Yes, workflows, templates, approval rules and data fields are flexibly configurable and can be adapted to existing processes.
We are looking forward to your inquiry!
