Accelerate your productivity with add-on solutions for Microsoft Dynamics
Automates every step of your daily document processing - from receiving and registering any type of document to finding it later.
Streamline and automate every step of daily document handling - from receiving and registering a document, to approval, posting and ultimately retrieving previously processed documents from the digital archive.
Automated data capture
Continia Document Capture is the best and most comprehensive end-to-end add-on solution for Microsoft Dynamics that scans, extracts OCR-data, registers, posts, and archives all types of documents with full-text search capability.
PDF files are automatically downloaded from predefined e-mail addresses and processed using award-winning OCR technology - with no user involvement at all. Paper documents are scanned using a desktop or network scanner and follow the same flow as PDF files.
All relevant information on documents is automatically transferred to the corresponding fields in Microsoft Dynamics NAV, making it fast and efficient to register incoming documents.
Invoice processing and management
Continia Document Capture streamlines processing and managing purchase invoices with a wide range of new features such as automated vendor detection, documents overview, inward registration and much more
Using 3-way matching, invoices can be matched automatically to existing purchase orders or receipts, as well as approved and posted if amounts are within predefined thresholds.
Approval workflows for everyone
Approving invoices can be done either directly in Microsoft Dynamics NAV or online using a web browser - enabling everyone in the organization to access the approval workflow. Approvers can see the original invoice on the screen and either accept, reject, place it on hold, or forward it to another person for review or approval. Comments and attachments can easily be added too.
Access documents from anywhere
The digital archive in Continia Document Capture contains all PDF files and scanned documents, which can easily be accessed from relevant places in Microsoft Dynamics NAV. You can open the original PDF invoice from the posted invoice card or general ledger entry screen in Microsoft Dynamics NAV.
The digital archive is fully indexed which mean you can search for any text on documents, even if the information has not been transferred to a field in 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.
This solution provides a clear overview and easy management of all types of incoming expenses without having to use other systems than Microsoft Dynamics NAV.
Submission of receipts on the go
Business travelers no longer need to return to the office to bring in their travel report with paper receipts. They can do everything related to this on the go with Continia Expense Management.
Through the Expense Management app, travelers can do their expense reporting on the go in just a few steps: they take a picture, fill out required fields and send directly to bookkeeping. Mileage registration is handled in the same way.
All configuration of fields showing in the app is done from Microsoft Dynamics NAV, and once the expense report has been sent in by the traveler, all digital receipts will be visible in NAV.
Automatic credit card matching
Continia Expense Management enables you to import employees' credit card spending directly into Microsoft Dynamics NAV and automatically link the individual spending line with a registered receipt.
Once matching of transactions and expense reporting is done, finance will have a full overview of transactions missing documentation from the employee.
Access documentation directly from Microsoft Dynamics NAV
Continia Expense Management will daily collect the traveler’s activities and send it to NAV. This will give you a complete overview of expenses for the company in real time, directly in your NAV.
These activities are recorded as entries and travel expenses are handled like everything else in NAV.
Approval workflows for everyone
Approving expenses can be done either directly in Microsoft Dynamics NAV or online using a web browser - enabling everyone in the organization to access the approval workflow. Approvers can see the original expense on the screen and either accept, reject, place it on hold, or forward it to another person for review or approval. Comments and attachments can easily be added too.