Digitization and automation of documents in Microsoft Dynamics 365 Business Central.
A third-party solution (Continia) directly integrated in Dynamics 365 Business Central significantly simplifies and automates every step of daily document processing – from receiving and registering documents to approving, sending and retrieving previously processed documents from the digital archive.
PDF files are automatically downloaded from predefined email addresses and processed using award-winning OCR technology – without user involvement. Paper documents are scanned using a desktop or network scanner and follow the same flow as PDF files.
All relevant information about documents is automatically transferred to the corresponding fields in the Microsoft Dynamics application, which facilitates the registration of incoming documents. Invoices in XML format already contain all the necessary information and do not require OCR processing.
PDF files are automatically downloaded from predefined email addresses and processed using award-winning OCR technology – without user involvement. Paper documents are scanned using a desktop or network scanner and follow the same flow as PDF files.
All relevant information about documents is automatically transferred to the corresponding fields in the Microsoft Dynamics application, which facilitates the registration of incoming documents. Invoices in XML format already contain all the necessary information and do not require OCR processing.
Continia Document Capture simplifies the processing and management of purchase invoices with a wide range of new features such as automated supplier detection, document overview, incoming registrations and much more.
With three-way matching, invoices can be automatically matched against existing orders or receipts, as well as approved and posted if the amounts are within pre-set predefined values.
Continia Document Capture simplifies the processing and management of purchase invoices with a wide range of new features such as automated supplier detection, document overview, incoming registrations and much more.
With three-way matching, invoices can be automatically matched against existing orders or receipts, as well as approved and posted if the amounts are within pre-set predefined values.
Invoice approval can be done either directly in the Microsoft Dynamics application or online using a web browser. Thanks to the Continia Web Approval portal, every employee can access documents for approval on the go without using the Microsoft Dynamics client.
Approvers see the original invoice on the screen and either accept, reject, hold, or forward it to another person for review or approval. They can also easily add comments and attachments.
Invoice approval can be done either directly in the Microsoft Dynamics application or online using a web browser. Thanks to the Continia Web Approval portal, every employee can access documents for approval on the go without using the Microsoft Dynamics client.
Approvers see the original invoice on the screen and either accept, reject, hold, or forward it to another person for review or approval. They can also easily add comments and attachments.
The digital archive in Continia Document Capture contains all PDF files and scanned documents that can be easily retrieved from relevant locations in Microsoft Dynamics. You can open the original PDF invoice from the issued invoice, card, or general ledger entry screen in Microsoft Dynamics.
The digital archive is fully indexed, which means that you can search for any text on the documents, even if the information has not been transferred to a field in Microsoft Dynamics. This allows you to search for a specific reference number, serial number or any other information on purchase invoices and other documents.
The digital archive in Continia Document Capture contains all PDF files and scanned documents that can be easily retrieved from relevant locations in Microsoft Dynamics. You can open the original PDF invoice from the issued invoice, card, or general ledger entry screen in Microsoft Dynamics.
The digital archive is fully indexed, which means that you can search for any text on the documents, even if the information has not been transferred to a field in Microsoft Dynamics. This allows you to search for a specific reference number, serial number or any other information on purchase invoices and other documents.
Automate communication with suppliers by receiving electronic documents such as invoices, credit notes and reminders directly in the Microsoft Dynamics application (PEPPOL 2.0, OIOXML /UBL 0.8/, OIOUBL /UBL 2.02, EHF/ formats).
Automate communication with suppliers by receiving electronic documents such as invoices, credit notes and reminders directly in the Microsoft Dynamics application (PEPPOL 2.0, OIOXML /UBL 0.8/, OIOUBL /UBL 2.02, EHF/ formats).
You will get rid of unnecessary papers, from orders to invoices to goods receipts.
You will make fewer manual errors thanks to the automation of document work processes.
Routine processes are not fun for anyone, and moreover, they take up a lot of your precious time.
Speed up and simplify the approval and processing of your documents.
You will always know what happened to which document, with whom and when it ended up.
You can find all your documents in the electronic archive at any time.
The solution can work on cloud or on your servers.
Seyfor is one of the largest IT companies in Central Europe. It was created by the merger of dozens of companies, and each of them contributed to the whole with their own know-how and experience. We establish a partnership with clients lasting decades.
We deal with the development of ERP and accounting systems, IT infrastructure, data analytics, creation of custom software and a number of other fields. Therefore, you can always contact us if you need further development in the field of IT.
In the Czech Republic and Slovakia, we employ more than 1,600 people, whom you can meet in a number of branches across both countries. Thanks to this, you can be sure that we are close to you and always have the capacity to help you.
