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Continia Document Capture
Business functionality
Order and receipt matching
Overview of order and receipt matching
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Table of Contents
Welcome to Document Capture
New and planned
Overview
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
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
Registration of documents directly to general journal lines
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
Document approval
Advanced approval in Business Central online
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 7.00
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
Detailed changelogs
Overview
Document Capture 2021 R1
Document Capture 2020
Document Capture, old versions
Web Approval Portal
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
Setting up Document Capture
Setting up general business functionality
Setting up general business functionality
Setting up the Continia Delivery Network
Setting up document storage
Preventing the deletion of documents as a company policy
Defining document status codes
Using job queues to import documents
Setting up company identification texts
Connecting a desktop scanner
Setting up cloud and on-premises OCR
Setting up document categories and templates
Setting up document categories and templates
Working with document categories
Setting up identification fields
Understanding identification templates
Configuring advanced OCR options
Setting up purchase documents
Setting up purchase documents
Setting up document approval
Setting up document approval
Setting up order and receipt matching
Setting up order and receipt matching
Setting up web approval
Setting up web approval
Working with Document Capture
Document Capture overview
Understanding the Continia Delivery Network
Business functionality
Overview of business functionality
Selected setup and user guides
Documents and templates
Documents and templates overview
Working with templates
Importing documents
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.md
Setting up new template fields
Accessing the document archive
OCR-processing a document
Configuring comment types and importance
Purchase approval
Overview of purchase approval
Order and receipt matching
Overview of order and receipt matching
Development and administration
Overview
Understanding Continia Core
Feature Management
Customization overview
Setting up Azure Blob storage
Customizing your storage
Online
Supported countries and languages
Using Continia Solution Management
Installing the Document Capture app
Updating to the latest version
On-premises
Supported NAV and Business Central versions
Supported countries and languages
Upgrade
Updating to the latest version
Supported upgrade paths
Document Capture 2021 R1
Upgrading NAV/Business Central with Document Capture installed
Overview
Business Central April 2019 (v14, FOB-based)
Business Central 2020 release wave 2 (v17)
Migrate from on-premises to cloud
Managing your solutions
Deployment
System requirements
Web Approval Portal requirements
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)
Compliance
Overview of Order and Receipt Matching
05/01/2021
1 minutes to read
Coming soon!
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