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  • Continia Docs
  • Continia Document Capture
  • Development and administration
  • Online
  • Overview

Indholdsfortegnelse

  • Welcome to Document Capture
  • New and planned
    • Release plan
    • Detailed changelogs
      • Overview
      • Document Capture 2026 R1
      • Document Capture 2025 R2
      • Document Capture 2025 R1
      • Document Capture 2024 R2
      • Document Capture Service
      • Web Approval Portal
      • Continia Delivery Network (up to CDN 24.02.01)
      • Document Capture Docs
      • Previous changelogs
        • Document Capture 2024 R1
        • Document Capture 2023 R2
        • Document Capture 2023 R1
        • Document Capture 2022 R2
        • Document Capture 2022 R1
        • Document Capture 2021 R2
        • Document Capture 2021 R1
        • Document Capture 2020 R2
        • Document Capture, old versions
    • Country and regional
      • Support for Italian localization
      • Support for the Cross Industry Invoice (CII) electronic format in France
    • Documents and templates
      • Ability to add or capture comment lines
      • Batch import improvements
      • CDN test environment for sandboxes
      • Educational page to improve user knowledge of eDocuments and formats
      • Handle XML files received via email using the eDocuments framework
      • Item tracking - capture multiple values per item line
      • Item tracking - update order
      • Pre-posting validation of XML files for invoices and credit memos
      • Prioritize either XML or PDF when receiving both files for the same invoice in the same email
      • Simpler eDocuments onboarding
      • Support for sales shipments
      • Support for self-billing in eDocuments
      • Support for the EHF format for eOrders in Norway
      • Support for the FA(3) format in Poland
      • Support for French eInvoicing
    • General application
      • Support for Microsoft Entra IDs and SAS
      • Support for Microsoft Graph
    • Order and receipt matching
      • Improved matching performance
    • Purchase documents
      • Inclusion of Document Capture files when reversing transactions registered in journals
      • Support for additional XML formats
      • Support for the PINT XML format
    • Previous release plans
      • Overview
      • 2025 Release 2
        • Documents and templates
          • Capturing item tracking information
          • Continia eDocuments support for OIOUBL 3.0
          • eDocument validation
          • eDocuments first
          • Lookup in template field translations
          • Option to embed PDF files
          • Processing documents with rounding issues
          • Support for Business Central's sustainability feature
          • Support for the SimplerInvoicing format in the Netherlands
      • 2025 Release 1
        • 2025 Release 1
        • Documents and templates
          • Ability to handle payment means in Continia eDocuments
          • Allow testing of eDocuments in sandboxes
          • Improve XML structure pages for easier customization
          • Improved usability and stability in Continia eDocuments
          • Resending eBilling documents
          • Support for the PINT Billing and PINT A-NZ Billing formats in APAC
        • Order and receipt matching
          • Document matching improvements regarding units of measure
        • Purchase documents
          • Inclusion of Document Capture files when copying, correcting, and canceling posted purchase invoices
      • 2024 Release 2
        • 2024 Release 2
        • Country and regional
          • Support for purchase advance letters in the Czech Republic
        • Document approval
          • Approval flow codes with advanced approval
        • Documents and templates
          • Populating template fields with default values
          • Added support for the transfer of invoice discount amounts
          • Support for the XRechnung format in Germany
          • Automation of CDN metadata and statuses
          • Sending eDocuments automatically
          • Improved order matching using eDocuments data
          • Support for new document types in the advanced ordering flow
          • Checking for customer and vendor eDocument capabilities
          • Create line fields via the assisted template field setup guide
          • AI-assisted processing of sales documents
          • Use Payment Days to calculate due dates in Spain
          • Easier change of document category
        • Purchase documents
          • Warnings about invoices already paid and registered in Continia Expense Management
          • Automatic archiving of purchase orders upon registration of updates
          • Improvements to the Purchase Contracts module
          • Dedicated matching page for the purchase order category
          • New line type - Allocation Accounts
        • Web Approval Portal
          • Fully functional cross-company dashboard listing all pending approvals
          • Highlighting only relevant lines for advanced approval
      • 2024 Release 1
        • 2024 Release 1
        • Country and regional
          • Automatic creation of digital vouchers
        • Document approval
          • Avoiding multiple approval requests for one approver concerning the same document
        • Documents and templates
          • Improved line recognition
          • Checking for phone numbers to avoid fraud
          • Continia eDocuments
          • New Danish bookkeeping, demands for electronic invoicing
        • General application
          • Support for registration to purchase journals when the Secure Archive is enabled
          • Deletion, GDPR, and the Secure Archive
          • Integration to the Microsoft QR-Bill Management app for Switzerland
          • Changed user ID visibility for document log entries
          • Support for multi-entity management (MEM) by Binary Stream Software
          • List of documents requiring special attention with regard to the Secure Archive
          • List of documents for which activity log entries have been created between approval and posting
        • Platform and technology
          • Data maintenance using job queues for Continia Document Capture tables
          • Easier migration from on-premises to online for older versions
        • Purchase documents
          • Ability to update purchase orders based on delivery notes
          • Aligning the Purchase Contracts module with North America
          • End dates for purchase contract lines
        • Web Approval Portal
          • Figures indicating the number of documents for approval per type in the Web Approval Portal
          • Optimized export of users - part 1
      • 2023 Release 2
        • 2023 Release 2
        • Document approval
          • Preventing approvers from changing the on-hold status of documents for approval
          • Option to allow both types of approval-sharing users to receive notifications
          • Ability to sort by due date on the Purchase Approval Entries page
        • Documents and templates
          • Adding scanned images to general journals
          • Automatic vendor and field recognition when moving documents to other companies
          • Notifications for admins about open documents
          • Option to display original sender in Ready to Import when using Cloud OCR
          • Dynamic columns in the document journal
          • New template fields – Vendor Remit-To and Customer Ship-To
          • Support for WORKDATE and TODAY in template field formulas
          • Business identification fields for determining document vendors
        • General application
          • Adding the Change Imported Amounts action to general and purchase journals
          • Continia Hub
          • Notification of remaining pages in OCR licenses
          • Secure Archive
          • Selecting or deselecting all records when exporting or importing configurations
        • Purchase documents
          • Purchase Contracts trial
          • Automatic creation of purchase contracts based on historical invoice data
        • Web Approval Portal
          • Put on Hold and Approve
      • 2023 Release 1
        • 2023 Release 1
        • Document approval
          • Support for purchase orders and return orders in the Continia approval workflows
          • Displaying automatic-approval comments during the approval process
          • User-specific list of approvers when forwarding approval requests
        • Documents and templates
          • Merging nonconsecutive documents
          • Bulk deletion of master template fields
          • Configuring the allowed difference between imported and assigned amounts
          • Dialog listing templates if multiple templates are found using search texts
          • Displaying embedded PDF files by default in the document viewer
          • Ignoring caption suggestions
          • New category for creating and updating purchase orders
          • Support for assignment of item charges during document registration
          • New option to enable manual-assignment comments
          • Checking for dimensions on document registration
        • General application
          • Continia notifications
          • Automatic deactivation of Continia solutions when copying companies
        • Order and receipt matching
          • Support for vendor shipment numbers and vendor order numbers on lines
        • Platform and technology
          • Support for the Business Central Universal Code Initiative
          • Support for local file system storage with the Business Central Universal Code Initiative
        • Purchase documents
          • Splitting invoice amounts by dimension while keeping the existing account number
          • Automatic checking of line item prices
          • Creating general journal lines without a vendor balancing account
          • Deferral code on the Accounts for Amounts page
          • Support for prepayments
          • Receiving OIOUTS documents via the Continia Delivery Network
        • Web Approval Portal
          • Support for purchase order approval using the Continia Web Approval Portal
          • Displaying OIOUTS documents in the Continia Web Approval Portal
      • 2022 Release 2
        • 2022 Release 2
        • Documents and templates
          • Caption suggestions for master template fields
          • Document Search enhancement
          • Notify users when they change OCR settings
          • Resizing the scanned image (document viewer)
          • Set up if a document should be auto-registered on the template
          • Stop asking to set GL account as standard GL account
          • Account type in the document journal
          • Assisted setup guide for the creation of new template fields
          • Attachments in the document viewer
          • Create a new line field VAT Prod. Post. Group on the master template
        • Order and receipt matching
          • Matching on vendor shipment and vendor order numbers
          • Support for package tracking in matching
        • Platform and technology
          • Minimize that files are overwritten
          • Support for shared mailboxes with EWS
        • Purchase documents
          • Add the scanned image to the vendor ledger entries page
          • New Purchase Contracts module
      • 2022 Release 1
        • 2022 Release 1
        • Country and regional
          • Support for Finnish localization
          • Support for Polish localization
          • Support for Portuguese localization
        • Document approval
          • Amount limits for approval flow codes
          • Amount limits for four-eye approval
          • Attaching files from the Approval Entries page
        • Documents and templates
          • Configuration of more comments for assignment
        • General application
          • Registration of documents directly to general journal lines
          • Storage migration guide
          • Inclusion of purchase reason codes when exporting the Document Capture setup
          • Drag-and-drop functionality for additional Business Central pages
          • Teaching tips
      • March 2021 to March 2022
        • March 2021 to March 2022
        • Documents and templates
          • Ability to update related templates when changing any relevant field in the master template
          • Addition of the drag-and-drop feature to the document card and the document journal
          • Category for attaching files to customers
          • Category for attaching files to employees
          • Category for attaching files to purchase receipts
          • Category for attaching files to vendors
          • Checking for bank account and VAT numbers to avoid fraud
          • Date calculation in the formula field
          • Delegation improvements
          • Faster reprocessing of files in the error folder for on-premises OCR
          • Reason for moving a file to the error folder
        • Order and receipt matching
          • Adding line translations from the matching page
        • Platform and technology
          • Direct upgrade to Document Capture 2021 R2 (8.00)
        • Purchase documents
          • Continia Delivery Network
          • Support for the ZUGFeRD XML format for Germany
          • Exporting and downloading multiple attachments in bulk
          • Ability to view PDF/XML files directly from the Vendor Ledger Entries screen
          • Forced registration of documents
          • Support for the Finvoice XML format for Finland
          • Partial support for the UTS XML format
          • Full support for the UTS XML format
        • Web Approval Portal
          • Support for intercompany purchase document fields in the Continia Web Approval Portal
          • Ability to copy out-of-office settings to all companies
      • March 2020 to March 2021
        • March 2020 to March 2021
        • Document approval
          • Advanced approval in Business Central online
        • Documents and templates
          • Ability to configure comment type
          • Ability to delegate documents to specific users
          • Support for full-content QR codes (e.g. vendor data) for the Swiss market
        • Order and receipt matching
          • Additional filter buttons on matching page
          • Automatic matching via job queue
          • Support for serial and lot numbers in the matching process
          • Ability to add missing order lines for matching purposes
        • Platform and technology
          • Extension of the OCR service to support EWS
          • Support for additional storage types
        • Purchase documents
          • Auto-calculation of line values
          • Implementation of line-level tolerances
  • Getting started
    • Overview
    • Managing electronic documents
      • Overview
      • Australia
      • Austria
      • Belgium
      • Canada
      • Denmark
      • Finland
      • France
      • Germany
      • Iceland
      • Ireland
      • Netherlands
      • New Zealand
      • Norway
      • Poland
      • Portugal
      • Spain
      • Supported formats
      • Sweden
      • United Kingdom
      • United States
    • Resellers and partners
      • Overview
      • Becoming a reseller
      • Finding a reseller
    • Troubleshooting and FAQs
      • General FAQ
    • Billing, consumption, and transactions
    • Business functionality
    • Continia Hub
    • Continia notifications
    • Help and support
    • Keyboard shortcuts
    • Trials and subscriptions
    • Understanding the Continia Delivery Network
    • Using the standard connector app to send electronic documents via Continia
    • Using the Document Capture assisted setup
  • Setting up Document Capture
    • Overview
    • Setting up document approval
      • Overview
      • Enabling purchase approval
      • Continia user setup for approvals
      • Approval user groups
      • Setting up approval sharing
      • Creating user-specific lists of approvers for approval forwarding
      • Email notifications
      • Creating approval flows
      • Setting up advanced approval
      • Setting up purchase contract approval
    • Setting up document categories and templates
      • Overview
      • Working with document categories
      • Setting up identification fields
      • Understanding identification templates
      • Setting up search texts for a template
      • Configuring advanced OCR options
      • Setting up the registration of documents as general journal lines
      • Enabling the document viewer to display embedded PDF files (XML)
      • Setting up fraud checks
      • Setting up the Sustainability integration
    • Setting up general business functionality
      • Overview
      • Setting up the Continia Delivery Network
      • Setting up document storage
      • Preventing the deletion of documents as a company policy
      • Defining document status codes
      • Setting up job queues
      • Setting up company identification texts
      • Setting up the Secure Archive
      • Setting up data maintenance
      • Setting up cloud and on-premises OCR
      • Connecting a desktop scanner
      • Automatic creation of digital vouchers
    • Setting up order and receipt matching
      • Overview
      • Configuring automatic matching
      • Setting up line matching
      • Matching documents using a job queue
      • Enabling auto-approval
      • Setting up matching checks before registration
    • Setting up purchase documents
      • Overview
      • Configuring purchase documents
      • Setting up purchase allocations
      • Using amount distribution codes
      • Enabling the import of embedded XML files
    • Setting up web approval
      • Overview
      • Enabling the portal (online)
      • Enabling the portal (on-premises)
      • Configuring users for the portal
      • Customizing the portal
      • Setting up email access for external or guest users
  • Business functionality
    • Overview
    • Continia eDocuments
      • Overview
      • Continia eDocuments flows
        • eDocuments flows
        • eDocuments customer flows
        • eDocuments vendor flows
        • eDocuments advanced ordering flows
      • Local functionality
        • Australia
          • Understanding PINT and PINT A-NZ for eInvoicing in Australia
        • France
          • Overview
          • Designating Continia's 'plateforme agréée' in France
          • Understanding eInvoicing in France
          • Setting up eInvoicing in France
        • Netherlands
          • Setting up the SimplerInvoicing format in eDocuments
        • New Zealand
          • Understanding PINT and PINT A-NZ for eInvoicing in New Zealand
        • Poland
          • Setting up the FA(3) format in eDocuments
          • Understanding FA(3) for eInvoicing in Poland
          • Working with FA(3) documents
        • Setting up the PINT format in eDocuments
      • Activating Continia eDocuments
      • Setting up Continia eDocuments
      • Setting up customers and vendors
      • eDocuments table structures
      • Creating XML structure extensions
      • Capturing data from eDocuments
      • Using payment means in eDocuments
      • Standard codes and units of measure
    • Document categories
      • Overview
      • The Contact-related documents category
      • The Customers, Employees, and Vendors categories
      • The G/L Documents category
      • The Posted Purchase Receipts category
      • The Purchase Invoices and Credit Memos category
      • The Purchase Order category
      • The Sales Orders and Credit Memos category
    • Documents and templates
      • Overview
      • Accessing the document archive
      • Accounts for Amounts
      • Adding captions to PDF master templates
      • Automatic assignment of item charges
      • Capturing header fields in a document
      • Capturing item tracking information
      • Capturing line fields in a document
      • Configuring comment types and importance
      • Customizing list columns in the document journal
      • Enhanced line recognition
      • Exporting attachments
      • Finding the document source and template
      • Handling discounts
      • Handling reverse charges
      • Identifying the document type and other basic details
      • Importing documents
      • Managing template fields
      • Managing unidentified company (UIC) documents
      • Moving a document to another company
      • Notifying admins about open documents
      • OCR-processing a document
      • Purchaser code translation
      • Registering documents
      • Rejecting documents
      • Reopening documents
      • Setting up new template fields
      • Splitting and merging documents
      • Support for Multi-Entity Management (MEM) by Binary Stream Software
      • Tracking emissions in Document Capture
      • Using allocation accounts
      • Using document search
      • Using field translations
      • Using formulas
      • Using rules
      • Working with paper and PDF documents
      • Working with templates
    • General business functionality
      • Overview
      • Basic concepts in Document Capture
      • The Document Capture section of the Role Center
      • Secure Archive
      • Document control log
      • Unsupported standard features
    • Local functionality
      • Overview
      • Czech Republic
        • Advance letters for the Czech Republic
      • Denmark
        • How to comply with the Danish Bookkeeping Act
      • Spain
        • Local functionality in Spain
        • Calculating due dates with payment days
        • Certifying digitized documents
      • Switzerland
        • QR-Bill Management app integration
      • United States
        • Purchase contracts for the United States
    • Order and receipt matching
      • Overview
      • Automatic document matching
      • Filtering line matches
      • Handling discrepancies (partial matching)
      • Handling freight amounts when matching to a purchase order
      • Manual document matching
    • Purchase approval
      • Overview
      • Standard purchase approval
      • Using approval flows
      • Different approval clients
      • Purchase approval entries
      • Continia Web Approval Portal
      • Editing approval requests
      • Approval sharing
      • Four-eye approval
      • Force approval
      • Forwarding or rejecting approval requests
      • Advanced approval
      • Prohibited characters in the Continia Web Approval Portal
    • Purchase contracts
      • Overview
      • Creating purchase contracts
      • Creating purchase contracts based on invoice history
      • Purchase contract approvals
      • Creating contract invoices
      • Approving contract invoices
      • Viewing the purchase contract archive
  • Development and administration
    • Overview
    • Internal Continia apps
    • Development and customization
      • Overview
      • Accessing the source code
      • Accessing Continia's insider builds
      • Customizing storage
      • Requesting events and external functions
      • Scope of support services
    • On-premises
      • Managing solutions
        • Managing licenses
        • Managing Continia solutions (on-premises)
        • Modules for Document Capture
      • Deployment
        • Configuring the Continia File Service
          • Overview
          • Installing the Continia File Service
          • Configuring the Continia File Service
          • Setting up the Continia File Service in Business Central
        • Configuring on-premises OCR
          • Configuring on-premises OCR
          • Creating and configuring email addresses for document import
          • Installing ABBYY and Document Capture Services
          • Setting up email protocols
        • Minimum requirements
        • Web Approval Portal requirements
        • Software lifecycle policy
        • Configuring cloud OCR for on-premises
        • Getting notified of remaining OCR license pages
      • Upgrade
        • Overview
        • Upgrading Document Capture (app)
        • Supported upgrade paths (FOB)
        • Upgrading with multiple solutions installed (FOB)
          • Overview
          • Upgrading Continia Core (FOB)
          • Upgrading the Continia Delivery Network (FOB)
        • Document Capture 2024 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50-6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-24.00
              • Manual upgrade
              • Automated data upgrade
        • Document Capture 2024 R1 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-12.00
              • Manual upgrade
              • Automated data upgrade
        • Document Capture 2023 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-11.00
              • Manual upgrade
              • Automated data upgrade
        • Document Capture 2023 R1 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-10.00
              • Manual upgrade
              • Automated data upgrade
        • Document Capture 2022 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-9.00
              • Manual upgrade
              • Automated data upgrade
        • Document Capture 2022 R1 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50–6.50
            • From version 8.00
              • Manual upgrade
        • Document Capture 2021 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 4.50–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
        • Document Capture 2021 R1 (FOB)
          • Document Capture 2021 R1, FOB
        • Upgrading NAV/Business Central
          • Overview
          • Upgrading to v14 (FOB-based)
          • Upgrading to v17
          • Upgrading to v18
          • Upgrading to v19
          • Upgrading to v20
          • Upgrading to v21
          • Upgrading to v22
          • Upgrading to v23
          • Upgrading to v24
          • Upgrading to v25
          • Upgrading to v26
          • Upgrading to v27
          • Upgrading to v28
        • Migrating from on-premises to cloud
        • Upgrading customized C/AL versions of Document Capture
        • Implementing service packs
      • Overview
      • Installing Document Capture (app)
      • Installing Document Capture (FOB)
      • Installing or upgrading in multitenant environments
      • Installing Business Central upgrades
      • Comparison of features
      • Upgrade compatibility matrix
      • Supported countries and languages (FOB)
    • Online
      • Overview
      • Managing Continia solutions (online)
      • Installing the Document Capture app
      • Upgrading to the latest version
      • Minimum requirements
        • Overview
        • Additional guidelines
    • Data centers
    • Data hosting
    • Document Capture permissions
    • Feature management
    • Software lifecycle and scope of support
    • Setting up Azure Blob Storage
    • Supported countries and languages
    • Understanding Continia Core
    • Use of AI in Document Capture
  • Compliance
  • 20/07/2026
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  1. Document Capture online

Document Capture online

  • Installing the Document Capture app
  • Minimum requirements
  • Upgrading to the latest version
  • Managing Continia solutions

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