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Continia Document Capture
Business functionality
Order and receipt matching
Overview
Content
Theme
Print
Language
Table of Contents
Welcome to Document Capture
New and planned
Overview
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
Documents and templates
Ability to configure comment type
Support for full-content QR codes (e.g. vendor data) for the Swiss market
Ability to delegate documents to specific users
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
Caption suggestions for master template fields
Faster reprocessing of files in the error folder for on-premises OCR
Checking for bank account and VAT numbers to avoid fraud
Reason for moving a file to the error folder
Delegation improvements
Category for attaching files to purchase receipts
Category for attaching files to customers
Category for attaching files to vendors
Category for attaching files to employees
Date calculation in the formula field
Configuration of more comments for assignment
Assisted setup guide for the creation of new template fields
Resize the scanned image (the PDF file)
Stop asking to set GL account as standard GL account
Set up if a document should be auto-registered on the template
Notify users when they change OCR settings
Create a new line field VAT Prod. Post. Group on the master template
Purchase documents
Auto-calculation of line values
Implementation of line-level tolerances
Continia Delivery Network
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
Support for the ZUGFeRD XML format for Germany
Support for the PINT XML format
Partial support for the UTS XML format
Full support for the UTS XML format
Exporting and downloading multiple attachments in bulk
Add the scanned image to the vendor ledger entries page
Document approval
Advanced approval in Business Central online
Amount limits for approval flow codes
Amount limits for four-eyes approval
Attaching files from the Approval Entries page
Order and receipt matching
Support for serial and lot numbers in the matching process
Ability to add missing order lines for matching purposes
Automatic matching via job queue
Additional filter buttons on matching page
Matching on vendor shipment and vendor order numbers
Adding line translations from the matching page
Platform and technology
Extension of the OCR service to support EWS
Support for additional storage types
Direct upgrade to Document Capture 2021 R2 (8.00)
Support for the Business Central Universal Code Initiative
Minimize that files are overwritten
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
Country and Regional
Support for Finnish localization
Support for Polish localization
Support for Portuguese localization
Support for Italian localization
Previous release plans
Overview
March 2021 to March 2022
March 2020 to March 2021
Detailed changelogs
Overview
Document Capture 2022 R1
Document Capture 2021 R2
Document Capture 2021 R1
Document Capture 2020 R2
Document Capture, old versions
Document Capture Service
Web Approval Portal
Document Capture Docs
Getting started
Getting started with Document Capture
Importing electronic documents
Overview
Australia
Austria
Belgium
Canada
Denmark
England
Finland
France
Germany
Ireland
Netherlands
New Zealand
Norway
Poland
Sweden
United States
Supported formats
Overview of business functionality
Trials and subscriptions
Frequently asked questions
Frequently asked questions
Minimum requirements
Overview
Additional guidelines
Help and support
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Setting up Document Capture
Overview
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
Connecting a desktop scanner
Setting up cloud and on-premises OCR
Setting up document categories and templates
Overview
Working with document categories
Setting up identification fields
Understanding identification templates
Configuring advanced OCR options
Setting up purchase documents
Overview
Configuring purchase documents
Setting up purchase allocations
Enabling the import of embedded XML files
Setting up document approval
Overview
Document Capture setup
Continia user setup for approvals
Approval user groups
Setting up approval sharing
Email notifications
Creating approval flows
Setting up Advanced Approval
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 web approval
Overview
Enabling the portal (online)
Enabling the portal (on-premises)
Configuring users for the portal
Customizing the portal
Working with Document Capture
Document Capture overview
Understanding the Continia Delivery Network
Business functionality
Overview
Documents and templates
Overview
Working with templates
Importing documents
OCR-processing a document
Working with paper and PDF documents
Registering documents
Reopening documents
Rejecting documents
Splitting and merging documents
Moving a document to another company
Finding the document source and template
Setting up new template fields
Accessing the document archive
Configuring comment types and importance
Purchase approval
Overview
Standard purchase approval
Using approval flows
Advanced Approval
Four-eyes approval
Force approval
Approval sharing
Editing approval requests
Order and receipt matching
Overview
Unsupported standard features
Selected setup and user guides
Development and administration
Overview
Understanding Continia Core
Feature Management
Supported countries and languages
Document Capture permissions
Development and customization
Overview
Scope of support services
Accessing the source code
Customizing storage
Requesting events and external functions
Event publishers v9.00
Event publishers v8.00
Setting up Azure Blob Storage
Online
Using Continia Solution Management
Installing the Document Capture app
Upgrading to the latest version
Minimum requirements
Overview
Additional guidelines
On-premises
Installing Document Capture (app)
Installing Document Capture (FOB)
Installing (minor) Business Central upgrades
Comparison of features
Supported NAV and Business Central versions
Supported countries and languages (FOB)
Managing solutions
Managing licenses
Managing solutions
Modules for Document Capture
Deployment
Minimum requirements
Web Approval Portal requirements
Software lifecycle policy
Setting up file system storage
Configuring cloud OCR
Configuring on-premises OCR
Configuring on-premises OCR
Creating and configuring email addresses for document import
Installing ABBYY and Document Capture Services
Setting up Exchange Web Services (EWS)
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 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)
Upgrading NAV/Business Central
Overview
Upgrading to v14 (FOB-based)
Upgrading to v17
Upgrading to v18
Upgrading to v19
Migrating from on-premises to cloud
Compliance
Overview of Order and Receipt Matching
05/01/2021
1 minute to read
Coming soon!
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