Continia Document Capture
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
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
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
With Continia Web Approval Portal, all employees with no direct access to Microsoft Dynamics NAV gain the same opportunities to approve invoices and other documents. No matter where the employee is located, all that is required for accessing and approving documents is internet access.
Access documents from anywhere
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.
Accelerate your productivity with these add-on solutions for Microsoft Dynamics NAV & 365 Business Central on-premises
Continia Web Approval Portal
No installation needed
You can use Continia Web Approval Portal without any additional installation given that the portal runs on our Continia Online Service, which is hosted on Microsoft Azure.
Approvals from the Web Approval Portal happens in real time, meaning that you always have an up to date overview of expenses and documents pending approval.
Add any document
At any time during the approval flow, users can add attachments to the invoice or the expense such as images, spreadsheets or e-mails.
The attachments added through the Web Approval Portal are immediately available to other users of Microsoft Dynamics NAV making it fast and easy to look up the attachments – even after the invoice or expense is posted in Microsoft Dynamics NAV.
Approve from a PC, tablet or a Smartphone
The Continia Web Approval Portal is Web-service integrated directly into the Microsoft Dynamics NAV server. Through this portal, all employees can approve expenses and documents even though they have no direct access to Microsoft Dynamics NAV. The employee only needs access to a Web-browser.
Regardless of where the employee is situated, the employee can access all expenditures and documents pending approval by using a PC, tablet or a Smartphone on the go through Continia Web Approval Portal.
Two Continia solutions, one web portal