Digitize your purchase invoices
Streamline and automate every step of daily document handling – from receipt and registration of a document to approval, posting, and ultimately recovering previously processed documents in the digital archive.
Automatic data recording
PDF files are automatically downloaded from a preset email address and processed using award-winning OCR technology – without any user intervention. Paper documents are scanned using a desktop or network scanner and track the same flow as PDF files.
All relevant information in documents is automatically moved to the corresponding fields in Microsoft Dynamics NAV, allowing incoming documents to be registered quickly and efficiently.
Automated invoice processing
Continia Document Capture streamlines the processing and management of purchase invoices with many new features such as: automatic salesperson detection, document statements, incoming registration, and much more.
Due to the 3-way match, invoices can be automatically linked to existing purchase orders or receipts, both approved and posted when the amount falls within the set thresholds.
Approval of invoices made easy
Approval workflow for everyone
Approving invoices can be done directly in Microsoft Dynamics NAV or online by using a web browser – giving everyone within the organization access to the approval workflow. Approvers can see and accept the original invoice on the screen, put it on hold, or forward it to another person to view or approve. Comments can also be easily added.
With Continia Web Approval Portal, all employees without direct access to Microsoft Dynamics NAV can use the same capabilities to approve invoices and other documents.
Access to documents anywhere
The Continia Document Capture digital archive contains all PDF files and scanned documents, which can be easily accessed from Microsoft Dynamics NAV. You can open the original PDF invoice from the posted invoice card or ledger access screen in Microsoft Dynamics NAV.
The digital archive is fully indexed, which means that you can search for any text in documents, even if the information has not been moved to a field within 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.