Document Capture is a comprehensive solution designed to import, register, approve, post and archive purchase invoices and credit memos directly into Business Central. This also includes other types of documents, such as sales orders or delivery notes. All with minimal user intervention. This saves you time and effort and eliminates manual processes of your ERP.
Working in finance, you are probably familiar with the goal of minimizing manual data entry when managing purchase invoices, credit memos and other types of incoming documents in your ERP.
Document Capture allows you both to scan and digitize documents you have in physical format and to receive them directly in PDF or XML format. PDF or XML files can be automatically downloaded from predefined e-mail addresses. After that, the built-in OCR technology automatically transfers the information of interest from the document to the corresponding fields in Business Centralwhich allows you to automate processes and work with incoming documents quickly and efficiently.
In summary, With Document capture you get a complete solution to communicate effectively with your suppliers, no matter the origin or destination.
– Validation circuit (invoice approval): Document Capture offers you an approval portal, in addition to the flows proposed by Business Central to implement the connection between both platforms.
– Added document viewer in mov.provider
– Making purchasing contracts easierAutomatic approval of a document related to a purchase contract has been optimized.
– General improvements in XML and PDF line recognition and performanceA drop-down list is added to all pages containing the Document Viewer, except the Documents (UIC) page. The attachments in the list are grouped in the following order:
- Original
- Related documents (OIOUBL/OIOUTS)
- Attachments (bmp, jpeg, jpg, pdf, png, tif and tiff)
- XML attachments (bmp, jpeg, jpg, pdf, png, tif and tiff)
- Downloadable attachments (all other file types)
Independently of Document Capture, Continia has launched a new solution called Smart Scan that allows you to scan receipts efficiently.
SmartScan automatically captures and recognizes dataThe quantity, date and description fields are filled in automatically.
From there, all you need to do is choose the expense type and swipe to submit your expense report. SmartScan also identifies data in PDF files attached to an expense, for example, from an email.
As you know, Document Capture offers you an approvals portal, in addition to the flows proposed by Business Central, so that you can configure the approvals portal more autonomously..
With the advanced capture module you will be able to recognize the lines on an invoice or credit memo and transfer that information to the purchase lines in the ERP. Regardless of the information you need to capture in any document or the type of document in question, you will be able to perform all the necessary steps from the same place in the ERP, thus facilitating your work processes.
In addition, with the advanced capture module you will be able to work with documentos adicionales que no sean facturas o abonos. With this module, you will be able to enjoy an automated workflow for any type of document you need to enter in your ERP, such as sales orders, delivery notes, contracts, item certificates, shipping notes, etc...
If you work with purchase orders, return orders or delivery notes, you will benefit from having a system that allows you to reconcile the documents automatically. Document Capture's order reconciliation module allows you to collect incoming purchasing documents, such as purchase invoices or credit memos, with other related documents, e.g. purchase orders, return orders or delivery notes.
All your documents are compared to ensure that there is consistency between them, which means that if the required information in the documents matches (e.g. in terms of price or number of items), they can be automatically processed and reconciled.
Do you need to approve your purchase invoices and credit memos before posting and paying suppliers?
With Document Capture you can approve documents either directly from Business Central or through the Continia Web Approval Portal (we are part of the Continia Partner network facilitating this service). This way, all approvers in your organization, whether they are regular ERP users or not, can perform your approvals at any time.
At the same time, you will always have direct access to all documents from the digital archive integrated in the solution.
Through the service Continia Delivery NetworkWith Document Capture, you can connect your company to the PEPPOL eDelivery Network and receive invoices and other electronic documents in the correct format.
In this way, you can communicate with any customer or supplier connected to the PEPPOL eDelivery Network, convert documents to the Peppol format and receive the documents directly in your ERP.
Calculate IPNR manually?
Forget about it, with our solution you will be able to automate processes to present the tax liquidation to the AEAT.
Document Captureis a solution certified by the State Agency of Tax Administration (Agencia Estatal de Administración Tributaria). In this way, all invoices digitized with Document Capture are valid throughout Spain.. This solution is approved by the State Tax Administration Agency in accordance with the provisions of Article 8 of the Resolution of October 24, 2007 and following the procedure set forth in Article 7 of Order EHA/962/2007 of April 10, 2007.
So if you want to forget headaches, here comes the perfect solution to digitize all your documents quickly, easily and efficiently. Contact Adderitwe offer you efficient solutions.
Reference links:
Detailed Changelog for Continia Document Capture
Photos by: Maarten van den Heuvel and 2H Media in Unsplash
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-advertisement | 1 year | Set by the GDPR cookie consent add-on, this cookie is used to record the user's consent to cookies in the "Advertising" category. |
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by the GDPR cookie consent add-on. The cookie is used to store user consent for cookies in the "Analytics" category. |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by the GDPR cookie consent to record user consent for cookies in the "Functional" category. |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by the GDPR cookie consent add-on. Cookies are used to store user consent for cookies in the "Required" category. |
cookielawinfo-checkbox-others | 11 months | This cookie is set by the GDPR cookie consent add-on. The cookie is used to store user consent for cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by the GDPR cookie consent add-on. The cookie is used to store user consent for cookies in the "Performance" category. |
CookieLawInfoConsent | 1 year | Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie. |
elementor | never | This cookie is used by the WordPress theme of the website. It allows the website owner to deploy or change the content of the website in real time. |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR cookie consent add-on and is used to store whether or not the user has consented to the use of cookies. It does not store any personal data. |
wpEmojiSettingsSupports | session | WordPress sets this cookie when a user interacts with emojis on a WordPress site. It helps determine if the user's browser can display emojis properly. |
Cookie | Duration | Description |
---|---|---|
_gat | 2 minutes | Google Universal Analytics sets this cookie to restrain request rate and thus limit data collection on high-traffic sites. |
Cookie | Duration | Description |
---|---|---|
CONSENT | 2 years | YouTube sets this cookie through embedded YouTube videos and records anonymous statistical data. |
_ga | 1 year 1 month 4 days 1 minute | Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors. |
_ga_* | 1 year 1 month 4 days 1 minute | Google Analytics sets this cookie to store and count page views. |
_gid | 1 day 1 minute | Google Analytics sets this cookie to store information on how visitors use a website while also creating an analytics report of the website's performance. Some of the collected data includes the number of visitors, their source, and the pages they visit anonymously. |
Cookie | Duration | Description |
---|---|---|
VISITOR_INFO1_LIVE | 5 months 27 days | A cookie set by YouTube to measure bandwidth that determines whether the user gets the old or new player interface. |
VISITOR_PRIVACY_METADATA | 6 months | YouTube sets this cookie to store the user's cookie consent state for the current domain. |
YSC | session | The YSC cookie is set by Youtube and is used to track views of videos embedded in Youtube pages. |
yt-remote-connected-devices | never | YouTube sets this cookie to store the user's video preferences using embedded YouTube videos. |
yt-remote-device-id | never | YouTube sets this cookie to store the user's video preferences using embedded YouTube videos. |
yt.innertube::nextId | never | YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen. |
yt.innertube::requests | never | YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen. |
¿El IPNR te preocupa?
PUES NO TE PREOCUPES MÁS, LO SOLUCIONAMOS
El impuesto sobre plásticos no reutilizables ya ha entrado en vigor este 1 de enero.
Desde Adderit hemos desarrollado una herramienta única en el mercado para que puedas estar al día con la hacienda.
Nosotros te guiamos para que puedas registrar las operaciones que realices sujetas al nuevo impuesto
sin problemas ni contratiempos.