Continia Document Capture is an accounts payable automation solution built directly into Microsoft Dynamics 365 Business Central. It manages incoming invoices and business documents from initial capture through to registration, approval, posting and digital archiving.
Using OCR and automated workflows, Document Capture extracts information from incoming documents and transfers it into Business Central, reducing manual data entry throughout accounts payable while maintaining a clear record of each document from receipt through to final bookkeeping.
Incoming invoices and other business documents can be automatically imported, scanned and registered within Business Central. OCR technology identifies information such as invoice numbers, dates, amounts and other relevant fields, transferring the captured data into the appropriate records.
Configurable document templates and validation rules allow the process to accommodate different vendors and document formats while reducing the need to manually enter invoice information.
Once an invoice has been captured, Document Capture can automatically route it through predefined approval workflows based on your organisation’s requirements. Approvers can review, approve, reject or forward documents directly within Business Central or through the Web Approval Portal.
Approval hierarchies can also be configured around criteria such as document values, dimensions and individual lines, providing greater control over how invoices progress through accounts payable.
Use AI-enhanced OCR to recognise and extract information from incoming documents, transferring captured data into the appropriate fields within Business Central.
Apply validation rules throughout document processing to identify incorrect or incomplete information before documents progress further through the accounts payable workflow.
Automatically match incoming invoices and credit memos against purchase orders and receipts, checking relevant amounts, quantities, items and prices before processing.
Route documents to the appropriate employees using configurable approval workflows, with options to approve directly through Business Central or a web browser.
Securely store and index original documents electronically, maintaining a searchable archive and detailed history to support document traceability and audit requirements.
Send and receive electronic business documents through the Continia Delivery Network, with support for Peppol and other electronic document formats and networks.
Document Capture maintains the original document alongside its associated Business Central records, providing traceability throughout the document lifecycle. Once processed, documents can be securely archived and indexed for future reference. Full-text search allows users to locate documents using information captured during recognition, while logged activity provides a record from initial receipt through approval and final posting.
Rather than relying on paper files or manually organised folders, employees can search archived documents using indexed information captured from the original document. Invoices and supporting records remain accessible from Business Central, including from relevant posted and unposted entries.
This provides finance teams with a central location for retrieving historical documentation when completing reconciliations, investigating transactions or responding to information requests.
Secure Archive preserves bookkeeping documents in their original form while recording interactions throughout the document lifecycle. This provides a traceable history from receipt through to final posting and helps maintain supporting documentation for financial reviews and audit requirements.
By keeping invoices, approval activity and associated records together, finance teams can retrieve the information required to review how individual transactions were processed.
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