Document Capture

Avoid errors & save time – automate your Accounts Payable workflow in Business Central with our Quick Start Document Capture module powered by Continia.

Quick Start Price:

£2,000

Prerequisites:

The Starter

Quick Start Description

No-one should be manually processing purchase invoices any more, speed up your invoice processing with our Quick Start Document Capture module. Using Continia Document Capture to give you end to end invoice processing inside Business Central.

Whether you receive your invoices as PDFs, XMLs or on paper (you’ll need a scanner for that one!) you can automate your processes to match against purchase orders and receipts. Line level matching means you know exactly what products or services you’ve been invoiced for. If there isn’t a document in Business Central then Continia Document Capture will create you one. If documents need approval, then the advanced approval workflows will allow users to approve in Business Central or a web portal giving them all the information they need at their fingertips.

Purchase contract functionality allows you to manage your ongoing subscriptions and contracts so you know how much you’re paying and when they are up for renewal. Never get caught out with a renewal again!

As part of the module we’ll set up the solution and give you training on how to create and manage your templates and workflows in the system. You’ll be up and running and saving time before you know it.

Pain Points

Does your business suffer from any of these? If so, our Quick Start Document Capture module can help you to address these pain points and make your business more efficient and productive.

Manual Data Entry Errors: Frequent mistakes when entering invoice data manually, leading to payment discrepancies and delays.
Slow Invoice Processing: Lengthy approval and payment cycles due to the manual handling.
High Costs: Increased expenses from manually processing and verifying large volumes of invoices.
Lost or Misplaced Invoices: Difficulty tracking and retrieving physical invoices, causing delays and missed payments.
Limited Visibility: Lack of real-time access to invoice data, making it hard to monitor cash flow and manage budgets effectively.
Compliance Issues: Challenges in maintaining accurate records for audits and regulatory compliance due to manual processing.
Difficulty in Scaling Operations: Struggling to handle increasing invoice volumes as the business grows, leading to operational inefficiencies.

Functionality

Data Capture

OCR & AI enhanced recognition
Automatically process received PDFs & XML, scan & process paper based invoices
Fully configurable templates and fields
Create invoices & credit memos from received documents
Fraud check on previously validated information such as bank accounts

Order Matching

Automated three way matching of invoice to orders & receipts
Match on totals or line by line
Variance handling
Serial number matching (requires Complex Stock)
Multi document match allowing one invoice to match to multiple orders

Approval Workflow

Web approval portal
Automated approval on matching invoices
Approval flows including four eyes approval and out of office substitutes
Email notification of approvals
Approvals can be based on Dimension and GL Account

Purchase Contracts

Manage recurring contracts and subscriptions costs
Review contracts
Auto approve recurring invoices
Email notification and overview of renewals
History and statistics

Secure Archive

Secure digital document storage
Automatic logging of interactions with documents for full audit trail
Retention policy to ensure compliance with local and international laws
Access documents quickly and confidently
Interface with documents from within Business Central

Solution

Business Central is part of the Microsoft ecosystem of solutions that work together and scale as your business grows. Get seamless cloud access to real-time data connected to Microsoft 365 (Outlook, Excel, and Teams) and Microsoft Copilot.

Continia Software is a leading provider of scalable add-on solutions for Microsoft Dynamics 365 Business Central, ensuring full transparency and allowing you to focus on the important stuff.

Continia Document Capture is designed and built inside Business Central and allows you to automate your entire accounts payable by streamlining your invoice processing from start to finish.

Are you ready to build your Quick Start solution?

If you think you know what your business requires then complete our 5 minute Quick Quote Questionnaire. This no obligation estimate will give you an idea of the total cost to implement Business Central.

If you’re still not entirely sure what you require or would like some more information then contact us so we can discuss it further.