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The Processing of Documents is

Your Challenge without the Add-On

Are you still using the traditional, manual method of document entry? If so, you are certainly still manually reconciling orders and receipts and need a lot of time to search for receipts in the archive – and you have to do this locally instead of digitally. Isn’t that annoying? 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.

DMS in Dynamics 365 Business Central:

Continia's Solution: Continia Document Capture

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? Here’s the scoop: With this tool, you can process all types of incoming documents. The Document Capture add-on allows your employees to electronically view and approve invoices without the need for the original invoice to be physically in paper form. It’s much more than just invoice processing software. Pretty handy, isn’t it?

  • Document origin

    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

    It doesn’t matter which type of document capture (printed documents or PDF documents) you choose. The documents are equally analyzed using 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:

    • Name of debtors/creditors
    • VAT ID
    • IBAN of the bank account

    The remaining lines, apart from the header, can then either be entered automatically through document capture or manually by the respective employee.

  • Further processing

    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.

  • 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 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.

Manufacturer Note: Continia Software is the manufacturer of the add-on and collaborates with distribution partners like us who introduce and support the add-on at companies. Our partner company Continia Software is committed to speeding up your processes. With over 25 years of experience, Continia has gained expertise in making Microsoft Dynamics 365 Business Central (formerly Dynamics NAV/Navision) more effective. From automated document processing to the financial management solution OPplus to automated registration of travel activities, Continia Software offers many useful add-ons.

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Weitere Informationen
At a Glance:

All Details About the Add-On

Functions
  • Document information from scanner or email directly into the system
  • Order matching: Incoming invoices vs. orders
  • Approval workflow in client and web browser (e.g., limit-based, four-eyes principle, groups, workflow, dimension/cost center) via receiving an email with a direct link to the Dynamics 365 Business Central approval window or web portal
  • Digital archiving and full-text search via Dynamics 365 Business Central or the Document Capture web portal
  • Possibility of customizing business logic for additional internal and external document types (e.g., damage reports, service reports)
Provision
  • Online (Cloud)
  • On-Premises

Please contact us if you have detailed questions about supported versions.

Compatibility
  • Dynamics 365 Business Central Essentials or Premium
  • Dynamics NAV

Please contact us if you have detailed questions about supported versions.

Costs

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

Automated Document Processing in Dynamics 365 Business Central:

Which Benefits Does Document Capture Offer?

Time Savings

Your workload is minimized by the automated capture of data using OCR. Your employees will love OCR document capture!

Access via the Web

You have two options: Either access documents directly from Dynamics 365 Business Central or via a web browser.

Transparent Data

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

Stay Up to Date with Us:

Workshop: Setup Continia Document Capture

Would you like support with the setup? Perfect, you’ve come to the right place.

In this setup workshop, we will get the Continia Document Capture app ready for you so that you can finally process all types of incoming documents faster and more relaxed – remotely or on site.

  • Target group

    This workshop is aimed at companies that want to use Continia Document Capture for Dynamics 365 Business Central and would like to receive support with the setup.

  • Description

    Are you keen to install the Continia Document Capture app in your company as the perfect complement to Dynamics 365 Business Central? Do you need setup support? Then you’ve come to the right place. We can help you. Within two hours, we will set up the Continia Document Capture app individually so that you can get started with the app immediately. Recognition of a document header is also included in the setup.

  • Prerequisite

    You need at least one Dynamics 365 Business Central license (Essentials or Premium) and must provide us with a receipt.

What Are You Waiting For?

Let's Craft Your Success Story together

Get to know us! In a free initial consultation, we’ll determine together if we, as a partner company, and the ERP system for medium-sized businesses, are the right solution for you and your company.

We are looking forward to your inquiry!

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