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Dette indhold er ikke tilgængeligt på dit sprog.

Her er den engelske version.

  • 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 R2
      • 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
    • Continia eDocuments
      • New eDocuments activity group on select role centers
    • Country and regional
      • Support for Italian localization
    • Documents and templates
      • AI-powered account suggestions
      • AI-powered capture
      • Auto-assign status codes
      • 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 the EHF format for eOrders in Norway
      • Support for French eInvoicing
    • Document approval
      • One email for all companies to notify about open approval entries
      • Re-implement 'Send email to both' in approval sharing
    • General application
      • Summary of changes to the sales eBilling flow from 2026 R1
    • Order and receipt matching
      • Improved matching performance
    • Purchase documents
      • Generate sales documents from received purchase documents (rebilling)
      • Inclusion of Document Capture files when reversing transactions registered in journals
      • Purchase contract improvements
      • Support for additional XML formats
      • Support for the PINT XML format
    • Previous release plans
      • Overview
      • 2026 Release 1
        • 2026 Release 1
        • Documents and templates
          • Batch import improvements
          • Ability to add or capture comment lines
        • General application
          • Support for Microsoft Entra IDs and SAS in Azure Blob authentication
            • Welcome to Expense Management
            • New and planned
              • Release plan
              • Detailed changelogs
                • Overview
                • Expense Management 2026 R2
                • Expense Management 2026 R1
                • Expense Management 2025 R2
                • Expense Management 2025 R1
                • Expense Management 2024 R2
                • Expense Management, old versions
                • Web Approval Portal
                • Expense Mobile App
                • Expense Portal
                • Detailed changelog for Docs
                • Previous changelogs
                  • Expense Management 2024 R1
                  • Expense Management 2023 R2
                  • Expense Management 2023 R1
                  • Expense Management 2022 R2
                  • Expense Management 2022 R1
                  • Expense Management 2021 R2
                  • Expense Management 2021 R1
                  • Expense Management 2020 R2
              • General application
                • Enhancements to the user interface
                • Improved onboarding experience
                • Support for Microsoft Entra IDs and SAS in Azure Blob authentication
                • Support for more table filter types in Configured Fields
                • Drag and drop attachments in Business Central
              • Expenses
                • Intelligent VAT recognition and country-based VAT mapping
                • eInvoicing support
                • Email-to-PDF conversion
                • Enhanced forwarded email processing for expenses
                • Post in document currency (per user)
                • Accessing expense attachments across Business Central
                • AI-suggested G/L accounts for expense types
              • Mileages
                • Currency codes on mileage rates
              • Expense reports
                • Transfer custom field values to ledger entries and general journals
              • Continia Expense App and Portal
                • Dimension corrections on an intermediate account
                • Enhanced standard dimension handling
                • Support for Intune on mobile devices
                • Introducing the Expense Agent
              • Previous release plans
                • Overview
                • 2025 Release 2
                  • 2025 Release 2
                  • Document Approval
                    • Bulk approval in Business Central
                  • Expense Reports
                    • Enhanced tax travel expense statement
                  • Expenses
                    • Bank transaction posting description configuration
                  • General Application
                    • Enhanced department menu navigation
                  • Per Diems
                    • Assign per diems to projects by destination
                    • The 12-month rule for per diems
                  • Platform and Technology
                    • Enhanced bulk user import in the Continia User Setup
                • 2025 Release 1
                  • 2025 Release 1
                  • Introducing Cash Advance
                  • Improvements for the 60 day rule DK
                  • Individual descriptions on specific document types
                  • Viewing full details in a Document card from an expense report
                  • Payment type handling enhancement
                  • Enhanced image-to-PDF conversion for invoices processed with Document Capture
                  • Posting project expenses in Business Central independently of the reimbursement method
                  • Boolean value support in field dependencies
                  • Group employee and vendor ledger entries in expense reports or by document type
                  • Expense reimbursement page shows all expense types
                  • Enhanced transparency for per diem calculations
                  • Improving workflows with new Approve actions added to Expense Document cards
                • 2024 Release 2
                  • 2024 Release 2
                  • General application
                    • Enhanced handling of purchase documents processed by other solutions
                    • Expanded job queue setup options
                    • Canada sales tax
                    • Enhanced Microsoft 365 sign-in management
                    • Improvements to the Purchase Contracts module
                  • Expenses
                    • Bank transaction descriptions follow expenses
                  • Mileages
                    • Enhanced attachment control on mileage expenses
                  • Expense reports
                    • Improved visibility of comments in expense reports
                    • Streamlined document attachment
                  • Expense Mobile App and Portal
                    • Expense attachments visible on Allocation pages in the Expense Mobile App
                    • Support for OData V4 for the Continia Web Approval Portal
                  • Platform and technology
                    • Demo machines with local data and setup files
                  • Web Approval Portal
                    • Fully functional cross-company dashboard listing all pending approvals
                • 2024 Release 1
                  • 2024 Release 1
                  • General application
                    • Deletion, GDPR, and the Secure Archive
                    • Changed user ID visibility for document log entries
                    • Automatic creation of digital vouchers
                  • Expense Mobile App and Portal
                    • Figures indicating the number of documents for approval per type in the Web Approval Portal
                    • AI Receipt Scanner improvements
                  • Platform and technology
                    • Easier migration from on-premises to online for older versions
                    • Optimized export of users – part 1
                    • Optimized export of users – part 2
                    • Data maintenance using a job queue for Continia Expense Management tables
                • 2023 Release 2
                  • 2023 Release 2
                  • General application
                    • Continia Hub
                    • Secure Archive
                  • Expenses
                    • VAT/Sales tax input from expense users
                    • VAT and sales tax amounts from Expense App and Expense Portal
                    • Support for GST/GST-free expenses in Australia
                    • Support for automatic allocation using distribution codes
                    • Dynamic zoom in the document viewer
                  • Per diems
                    • Support for the German 3-month rule
                  • Document approval
                    • Configurable messages
                  • Expense Mobile App and Portal
                    • Matching variance settings synchronization from Business Central to Continia Online
                    • Improved currency OCR recognition by matching against ISO codes
                    • Autofill in the Expense Mobile App and Portal
                  • Platform and technology
                    • Autozoom in Business Central add-in
                • 2023 Release 1
                  • 2023 Release 1
                  • General application
                    • In app introductory videos
                    • Continia notifications
                    • Description field extension
                    • Better validation of number series and source codes
                    • Payment type UI improvements
                    • Portuguese localization
                    • Polish localization
                    • Purchase contracts module
                    • Improved payment details
                    • Payment types for user groups
                  • Mileages
                    • Mileage receipt VAT calculation improvements for the UK market
                  • Per diems
                    • Expanded options for calculating per diem sub rates
                  • Expense Mobile App and Portal
                    • Receipts list
                  • Platform and technology
                    • Support for the Business Central Universal Code Initiative
                    • Avoid business central universal code initiative fees
                • 2022 Release 2
                  • 2022 Release 2
                  • General application
                    • Resize the document page
                  • Expense Mobile App and Portal
                    • Saved receipts improvements
                    • AI Receipt Scanner
                  • Platform and technology
                    • Cue improvements in the Role Center
                • 2022 Release 1
                  • 2022 Release 1
                  • General application
                    • Field type improvements
                    • Payment type
                  • Per diems
                    • Norwegian per diem rules
                • March 2021 to March 2022
                  • March 2021 to March 2022
                  • General application
                    • Delegating users to manage other users expenses
                    • Editing approved documents in Business Central
                    • New business vendor feature
                    • Company policies
                  • Expenses
                    • VAT amounts more visible
                  • Credit card transactions
                    • Importing own credit card transactions
                    • New credit card agreement activation flow
                  • Mileages
                    • Support for the 60-day rule
                  • Per diems
                    • Per diem trips across different countries with different rates
                  • Expense reports
                    • Pre-approval of expense reports
                  • Expense Mobile App and Portal
                    • Configuration of field dependencies in the Expense App and the Expense Portal
                    • Notifications in the Expense Mobile App
                  • Platform and technology
                    • Signing in with SSO via Azure Active Directory
                • March 2020 to March 2021
                  • March 2020 to March 2021
                  • General application
                    • Document storage in Continia online
                  • Expenses
                    • Export expense attachments for VAT refund
                  • Credit card transactions
                    • Ability to approve and post expenses without importing transactions
                  • Document approval
                    • Option of making the approval flow different from Continia Document Capture
            • Getting started
              • Overview
              • Quickstart guides
                • Overview
                • Quickstart guide for admins
                • Quickstart guide for approvers
                • Quickstart guide for expense users
                • Quickstart guide FAQs
              • Business functionality
              • Trials and subscriptions
              • Setting up accounts
                • Overview
                • Email setup for external or guest users in Microsoft Entra
                • How to retain expense history when changing user emails
                • Understanding Expense user email addresses
                • Removing an Expense user
              • Signing in to the Continia Expense Portal and Mobile App
              • Dimensions
                • Overview
                • Understanding priority and inheritance of dimensions in Expense Management
                • Understanding dimension handling in Expense Management
                • Setting up automatic dimension correction for bank transactions
                • Troubleshooting dimensions
              • Supported file formats for expense management
              • Help and support
              • Continia Notifications
              • Continia Hub
              • Resellers and partners
                • Overview
                • Becoming a reseller
                • Finding a reseller
              • Troubleshooting and FAQs
                • General FAQs
                • Credit card transaction FAQ
            • Setting up Expense Management
              • Overview
              • Setting up general business functionality
                • Overview
                • Approver setup for Expense Management
                • Expense user setup for Expense Management
                • Expense user group setup for Expense Management
                • Setting up the Continia users default setup
                • Setting up reimbursement methods
                • The available job queues
                • Setting up job queues
                • Setting up fields
                • Setting up payment types
                • Setting up field dependencies
                • Using projects and project task numbers
                • Setting up user delegation
                • Setting up document storage
                • Handling fees
                • Setting up transaction templates
                • Setting up the Secure Archive
                • Automatic creation of digital vouchers
                • Setting up data maintenance
                • Setting up restrictions on field value access
              • Setting up expenses
                • Overview
                • How bank mapping rules work
                • Mapping bank currency codes
                • Setting up expense types
                • Setting up company policies for expenses
                • Setting up VAT/sales tax input from expense users
                • Creating expenses from credit card transactions
                • Automatically split and allocate using amount distribution
                • Setting up country-based VAT mapping and multiple VAT rates
              • Setting up mileages
                • Overview
                • Setting up mileage vehicles
                • Setting up mileage rates
                • Setting up company policies for mileages
                • Setting up mileage to deduct distance between home and office
                • Configuring vehicle number registration
              • Setting up per diems
                • Overview
                • Setting up per diem groups
                • Setting up per diem rates
                • Setting up per diem trips across different countries with different rates
                • Setting up additional allowances
                • Setting up taxable rates for per diems
              • Setting up web approval
                • Overview
                • Enabling the portal (online)
                • Enabling the portal (on-premises)
                • Configuring users for the portal
                • Customizing the portal
              • Setting up document approval
                • Overview
                • Approval sharing
                • Email notifications
              • Credit card transactions
                • Overview
                • Automatic import of credit card transactions
                  • Overview
                  • Activating credit card agreements
                  • American Express
                  • Mastercard
                    • Importing Mastercard transactions
                    • Setting up a Mastercard transaction feed
                  • Visa
                    • Importing Visa transactions
                    • Setting up a Visa transaction feed
                  • Eurocard
                  • Other cards
                  • Manual file import
                • Use a vendor as posting account type
                • Add one credit card to multiple expense users
            • Business functionality
              • Overview
              • Basic concepts in Expense Management
              • Setting up business functionality
                • Setting up reminder codes for email reminders
              • Expense reports
                • Overview
                • Setting up expense reports
                • Setting up pre-approval of expense reports
                • Using expense reports from your browser
                • Using expense reports in the Expense Mobile App
                • Viewing multiple comments in expense reports
              • Expenses
                • Overview
                • Configuring specific expense types to require attendees as mandatory
                • Submitting expenses
                • Submitting expenses by forwarding an email
                • Posting expenses
                • Posting expenses to an item instead of a G/L account
                • Reimbursing expenses
                • Reopening expenses
                • Moving an expense to another company
                • Configuring a matching tolerance
                • Downloading expenses from Continia Online manually
                • Linking expenses to e-Documents
                • Adding a business vendor
                • Creating tax reports
                • Create expenses from card transactions
                • Processing purchase invoices in Document Capture and Expense Management
                • Capturing expense data using the AI Receipt Scanner
                • Automatic splitting of differentiated VAT
                • Using Cash Advance
                • Expenses FAQs
              • Mileages
                • Overview
                • Submitting mileage expenses
                • Posting mileage expenses
                • Reimbursing mileage expenses
                • Reopening mileage expenses
                • Moving a mileage expense to another company
                • Downloading mileage expenses from Continia Online manually
                • Enabling taxable rates for mileage
              • Per diems
                • Overview
                • Submitting per diems
                • Posting per diems
                • Reimbursing per diems
                • Reopening submitted per diems
                • Moving a per diem to another company
                • Downloading per diems from Continia Online manually
                • Enabling taxable rates for per diems
                • Enabling multiple destinations for per diems
                • Enabling multiple accommodations for per diems
                • Enabling or disabling allowances for per diems
              • Approvals
                • Overview
                • Approving documents
                • Approval sharing
                • Rejecting documents
                • Using on hold in Expense Management approvals
                • Approval notifications
                • Editing posting in the web approval portal
                • Using the Continia Web Approval Portal
              • Continia Expense App and Portal
                • Overview
                • Using the Continia Expense App versus the Expense Portal
                • Using the Expense Agent in the Expense App and Expense Portal
                • Submitting expenses in the Expense Mobile App
                • Editing fields captured by the AI Receipt Scanner
                • Continia Expense Mobile App notifications
                • Images in the Saved Receipts list in the Continia Expense Mobile App
                • Color codes in the Continia Expense Mobile App history
                • Allocating expense costs
                • Adding a company logo to the Expense Mobile App
                • Expense App FAQs
                • Creating and submitting expenses in the Continia Expense Portal
                • Using the expense mobile app with Microsoft Intune
              • Card transactions
                • Overview
                • Expense Management bank account reconciliation
                • Importing transactions with custom templates
                • Importing bank statements for reconciliation
              • Purchase contracts
                • Overview
                • Creating purchase contracts
                • Purchase contract reviews
                • Approving expenses based on a contract
                • Viewing the purchase contract archive
              • Posting setup FAQs
              • Local functionality
                • Overview
                • Australia
                  • Splitting expenses for GST-exempt parts (AU)
                • Canada
                  • Setting up Canadian VAT/sales tax details
                • Denmark
                  • How to comply with the Danish Bookkeeping Act
                  • Setting up the 60-day rule (DK)
                  • Setting up the 12-month rule for per diem expenses (DK)
                • Germany
                  • The 3-month rule for per diem expenses in Germany
                • Norway
                  • Understanding Norwegian per diems
                • United Kingdom
                  • Mileage VAT calculation (UK)
                • United States
                  • Purchase contracts for the United States
              • Continia solutions integrations
                • Continia and Microsoft Sustainability
                  • Setting up Expense Management with Microsoft Sustainability
            • Development and administration
              • Overview
              • Understanding Continia Core
              • Feature Management
              • Secure Archive
              • Supported countries and languages
              • Expense Management permissions
              • Data centers
              • Development and customization
                • Overview
                • Scope of support services
                • Accessing the source code
                • Accessing Continia apps in build pipelines
                • Requesting events and external functions
              • Setting up Azure Blob storage
              • Internal Continia apps
              • Online
                • Overview
                • Managing Continia solutions (online)
                • Installing the Expense Management app
                • Upgrading to the latest version
                • Minimum requirements
              • On-premises
                • Overview
                • Installing Expense Management on-premises
                • Installing or upgrading in multitenant environments
                • Installing Business Central upgrades
                • Comparison of features
                • Upgrade compatibility matrix for Expense Management
                • Supported countries and languages (FOB)
                • Managing solutions
                  • Overview
                  • Managing licenses
                  • Managing solutions (on-premises)
                  • Modules for Expense Management
                • Deployment
                  • Overview
                  • Minimum requirements
                  • Web Approval Portal requirements
                  • Software lifecycle policy
                  • 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
                • Upgrade
                  • Overview
                  • Upgrading Expense Management (app)
                  • Supported upgrade paths (FOB)
                  • Upgrading with multiple solutions installed, FOB
                    • Overview
                    • Upgrading Continia Core (FOB)
                  • Expense Management 2024 R2 (FOB)
                    • Overview
                    • Upgrading to 2024 R2 (25.00) FOB
                    • Application and data
                      • From versions 2.60-6.50 to 8.00
                      • From version 7.00
                        • Manual upgrade
                        • Automated data upgrade
                      • From versions 8.00-24.00
                        • Manual upgrade
                        • Automated data upgrade
                  • Expense Management 2024 R1 (FOB)
                    • Overview
                    • Upgrading to 2024 R1 (25.00) FOB
                    • Application and data
                      • From versions 2.60–6.50
                      • From version 7.00
                        • Manual upgrade
                        • Automated data upgrade
                      • From versions 8.00-12.00
                        • Manual upgrade
                        • Automated data upgrade
                  • Expense Management 2023 R2 (FOB)
                    • Overview
                    • Upgrading to 2023 R2 (FOB)
                    • Application and data
                      • From versions 2.60–6.50
                      • From version 7.00
                        • Manual upgrade
                        • Automated data upgrade
                      • From versions 8.00–11.00
                        • Manual upgrade
                        • Automated data upgrade
                  • Expense Management 2023 R1 (FOB)
                    • Overview
                    • Upgrading to 2023 R1 (FOB)
                    • Application and data
                      • From versions 2.60–6.50
                      • From version 7.00
                        • Manual upgrade
                        • Automated data upgrade
                      • From versions 8.00-10.00
                        • Manual upgrade
                        • Automated data upgrade
                  • Expense Management 2022 R2 (FOB)
                    • Overview
                    • Upgrading to 2022 R2 (10.00) FOB
                    • Application and data
                      • From versions 2.60–6.50
                      • From version 7.00
                        • Manual upgrade
                        • Automated data upgrade
                      • From versions 8.00-9.00
                        • Manual upgrade
                        • Automated data upgrade
                  • Expense Management 2022 R1 (FOB)
                    • Overview
                    • Upgrading to Continia Expense Management 2022 R1 (9.00) for FOB versions
                    • Application and data
                      • From versions 2.60–6.50
                      • From version 8.00
                        • Manual upgrade
                  • Expense Management 2021 R2 (FOB)
                    • Upgrade overview
                    • Application and data
                      • From versions 2.60–6.50
                      • From version 7.00
                        • Manual upgrade
                        • Automated data upgrade
                  • Expense Management 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
                  • Migrating from on-premises to cloud
                  • Upgrading customized CAL versions of Expense Management
            • Compliance
          • Support for Microsoft Graph
        • Country and regional
          • Support for the Cross Industry Invoice (CII) electronic format in France
        • Continia eDocuments
          • CDN test environment for sandboxes
          • Support for self-billing in eDocuments
          • Support for the FA(3) format in Poland
      • 2025 Release 2
        • 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
          • eInvoicing in France
          • eReporting in France
          • 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
      • AI-powered account and line suggestions
      • 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
      • Advanced approval
      • Approval sharing
      • Continia Web Approval Portal
      • Different approval clients
      • Editing approval requests
      • Force approval
      • Forwarding or rejecting approval requests
      • Four-eye approval
      • Prohibited characters in the Continia Web Approval Portal
      • Purchase approval entries
      • Sending approval requests
      • Standard purchase approval
      • Using approval flows
    • Purchase contracts
      • Overview
      • Approving contract invoices
      • Creating contract invoices
      • Creating purchase contracts
      • Creating purchase contracts based on invoice history
      • Purchase contract approvals
      • Matching documents to purchase contracts
      • Viewing the purchase contract archive
  • Development and administration
    • Overview
    • Internal Continia apps
    • Development and customization
      • Overview
      • Accessing the source code
      • Accessing Continia apps in build pipelines
      • Customizing storage
      • Requesting events and external functions
    • 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
          • Upgrading to v29
        • 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
  • 1 minut at læse

I denne artikel

  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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  1. Document Capture online
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