Continia
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. 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.
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 Business Central, making it fast and efficient to register incoming documents.
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.
Approving invoices can be done either directly in Microsoft Business Central 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 Business Central 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.
The digital archive in Continia Document Capture contains all PDF files and scanned documents, which can easily be accessed from relevant places in Microsoft Business Central. You can open the original PDF invoice from the posted invoice card or general ledger entry screen in Microsoft Business Central.
The digital archive is fully indexed which means you can search for any text on documents, even if the information has not been transferred to a field in Microsoft Business Central. This makes it possible to search for a specific reference number, serial number or any other information on purchase invoices and other
Continia Expense Management will daily collect the traveller’s activities and send it to Business Central. This will give you a complete overview of expenses for the company in real time, directly in your Business Central.
These activities are recorded as entries and travel expenses are handled like everything else in Business Central.
Approving expenses can be done either directly in Microsoft Business Central 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 Business Central 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.
The Continia Web Approval Portal is Web-service integrated directly into the Microsoft Business Central server. Through this portal, all employees can approve expenses and documents even though they have no direct access to Microsoft Business Central. 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.
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 Business Central making it fast and easy to look up the attachments – even after the invoice or expense is posted in Microsoft Business Central.
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 happen in real time, meaning that you always have an up-to-date overview of expenses and documents pending approval.
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 Business Central Limited User. When the user logs out, the Microsoft user license will be released for a new alternative approver.
Watch the videos below to learn more.
For more information, please contact Dialog directly or refer to the Continia website.
