Continia Document Capture
Continia Document Capture (CDC) for Dynamcis 365 Business Central
Continia Document Capture (CDC) is an end-to-end solution to import, register, approve and archive complete purchase invoices and credit memos directly into Dynamics 365 Business Central
Continia Document Capture (CDC) – the complete digital invoice workflow for Business Central users
- Handle everything around the accounts payable processes without leaving Business Central.
- Continia Document Capture (CDC) is an end-to-end solution to import, register, approve and archive complete purchase invoices and credit memos directly into Dynamics 365 Business Central.
- Other document types can be handled in a similar, easy manner, and all of this happens with minimal user involvement.
- This saves you both the time and hassle of having to register incoming documents manually, no more typing needed.
Just Some of the Benefits of CDC:
Reduce or even eliminate manual data entry and manual typing:
Working in Finance, you’re probably familiar with the aim to minimize manual data entry and typing when handling purchase invoices, credit memos, and other types of incoming documents.
A document is either a scanned paper document, a PDF file, or an XML file that’s imported into Document Capture. Incoming PDF files are automatically downloaded from predefined e-mail addresses. Built-in OCR technology automatically transfers relevant information from the document to the corresponding fields in Business Central, making it fast and efficient for you to register and work with incoming documents.
The solution supports a wide range of document formats, PDF files, and electronic documents with out-of-the-box support for major XML-based invoicing formats. In short, you get a complete solution to communicate effectively with your vendors from all over the world.
Advanced Capture:
Capturing data happens when lines are recognized on an invoice or credit memo and transferred to purchase lines. The information you need to capture depends on the specific type of document. You handle all your documents in the same place regardless of the document type.
If you need to import complex documents, have a high volume of documents from multiple different vendors, such as a purchase invoice, a sales order, a contract, an item certificate, a shipping note, a customer statement, etc., you will have an automated workflow for handling these.
Order Matching:
When you’re working with purchase orders and return orders, you’ll benefit from having a system that can match documents automatically. The order match functionality in Document Capture matches incoming business documents such as purchase invoices and credit memos with other related documents, for instance, purchase orders, return orders, or return shipments.
All your documents are compared to ensure that there’s consistency between them, meaning that if the documents match (for example in terms of price or number of items), they can be processed and approved automatically.
Document Approval:
Maybe you would like to have your purchase invoices and credit memos approved before posting them and paying your vendors? You can approve documents either from Business Central or by using the Continia Web Approval Portal. This means that everyone in the organization can access the approval workflow at any time.
At the same time, you have direct access to the digital archive, meaning that you always have the right information and insights when you need them.
Your own electronic inbox built inside Business Central:
Through the service Continia Delivery Network, Document Capture connects your company to the PEPPOL eDelivery Network and enables you to receive electronic purchase invoices and other e-documents in the correct format.
This means that you can communicate with any customer or partner connected to the PEPPOL eDelivery Network, convert documents to Peppol’s format, and receive documents to and from all your trading partners. You sign up to the Continia Delivery Network directly from Business Central, and there’s no need for any third-party service providers to connect you to the PEPPOL eDelivery Network.
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