Comparison of Features in Different Versions of Document Capture
On this page, you'll find a brief overview of what versions of Continia Document Capture are supported by the different versions of Microsoft Dynamics 365 Business Central, followed by an overview of the most important features included in different versions of Document Capture.
Which Document Capture version is supported by my Business Central installation?
The table below provides a brief overview of how some of the latest versions of Document Capture are supported by Business Central. Over time, older versions of Business Central may not support the latest version of Document Capture, as the development of new Document Capture features is always aimed at the latest version of Business Central.
| Supported Business Central versions | Document Capture release |
|---|---|
| From Business Central 2022 release wave 1 (BC v20) to Business Central 2023 release wave 1 (BC v22) Business Central April 2019 (BC v14) | Document Capture 2023 R1 |
| From Business Central April 2019 (BC v14) to Business Central 2022 release wave 2 (BC v21) | Document Capture 2022 R2 |
| From Business Central April 2019 (BC v14) to Business Central 2022 release wave 1 (BC v20) | Document Capture 2022 R1 |
| From Navision NAV 3.70 to Business Central 2021 release wave 2 (BC v19) | Document Capture 2021 R2 |
For a detailed list of all supported versions, see Supported NAV and Business Central versions
Feature comparison by Document Capture version
Continia maintains its focus on developing new features for the latest version of Business Central, meaning that certain features will not be available in older versions of Document Capture.
In the below tables, you can see the features that are available in different versions of Document Capture.
Essential
With the Essential module, you get access to the following key features:
| Feature | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
|---|---|---|---|---|
| Built-in image viewer for verification inside Microsoft Dynamics NAV/Business Central |  | | | |
| Ability to add attachments to invoices and credit memos | | | | |
| Ability to drag and drop attachments from and to any record | | | | |
| Recognition and processing of purchase invoices and credit memos | | | | |
| Recognition of basic invoice header fields, such as date, invoice number, and total amount | | | | |
| Ability to view document image in external window for manual resizing purposes and similar | | | | |
| Recognition of invoice description | | | | |
| Recognition of dimensions | | | | |
| Recognition of job number | | | | |
| Ability to add any custom field to be recognized, and to dynamically transfer recognized value to purchase document | | | | |
| Recognition of multiple amounts (for example total cost amount + total freight amount) | | | | |
| Ability to recognize multiple VAT/tax amounts and assign these to different G/L accounts | | | | |
| Option to disable dialog about default G/L account configuration | | | ||
| Addition of Account Type and Account No. fields | | | ||
| Option of using fixed values for any field | | | | |
| Easily-changeable area of recognition on scanned documents | | | | |
| Configurable rules for fields, ensuring that the correct values are recognized (specific format, positive amount only, etc.) | | | | |
| Vendor-specific settings for recognition and validation | | | | |
| Multiple templates for each vendor (service invoices, item invoices, cost invoices, etc.) | | | | |
| Caption suggestions for master template fields | | | ||
| Ability to ignore caption suggestions | | |||
| Assisted setup guide for the creation of new template fields | | | ||
| Option to enable automatic document registration on the template card | | | ||
| Ability to configure whether amounts are including or excluding VAT/tax | | | | |
| Manual splitting of PDF files inside NAV/Business Central, for example multiple invoices in one PDF file | | | | |
| Document analysis and capture built directly in NAV/Business Central, allowing app customization | | | | |
| Secure digital archive with free-text search capabilities | | | | |
| Automated checking for bank account and VAT numbers to avoid fraud | | | | |
| Automated IBAN validation | | | ||
| Ability to capture QR codes and extract data within the codes | | | | |
| Registration of documents directly to general journal lines | | | | |
| Creating general journal lines using a bank or G/L account as the balancing account | | |||
| View documents in Payment Journals | | | | |
| Document viewer availability on the Vendor Ledger Entries page | | | ||
| Easy resizing of the document viewer (draggable handle) | | | ||
| Direct access to all attachments in the document viewer | | | ||
| Support for Finnish localization | | | | |
| Support for Polish localization | | | | |
| Support for Portuguese localization | | | | |
| Support for email scenarios | | | ||
| Support for the Resource option in header and line translation | | | ||
| Document Search enhancement to include the Document Value table | | | ||
| Multiple Boolean search operators (AND and OR) in Document Search | | | ||
| Support for Microsoft's Business Central Universal Code initiative (on-premises) | | |||
| Support for local file system storage with the Business Central Universal Code initiative | | |||
| Deferral codes on the Accounts for Amounts page | | |||
| Merging of nonconsecutive documents | | |||
| Checking for dimensions on document registration | | |||
| Displaying embedded PDF files by default in the document viewer | | |||
| Configuration of the allowed difference between imported and assigned amounts | | |||
| Option to enable manual-assignment comments | | |||
| Bulk deletion of master template fields | | |||
| Dialog listing templates if multiple templates are found using search texts | | |||
| Amount distribution codes for determining how amounts are allocated to accounts and dimensions when purchase lines are created | | | | |
| Splitting invoice amounts by dimension while keeping the existing account number | | |||
| Ability to configure comment types and have documents automatically assigned to specific users in case of errors | |
Advanced Capture
The Advanced Capture module includes the following key features:
| Feature | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
|---|---|---|---|---|
| Ability to recognize unlimited types of documents (sales orders, purchase receipts, employee-related documents, shipping notes, etc.) and to customize fields to be recognized in these document types | | | | |
| Line recognition | | | | |
| Item reference for line translation | | | | |
| Automatic splitting of PDF files inside Business Central, for example based on barcode or invoice number | | | | |
| Recognition of job task number | | | | |
| Automatic moving of documents to the right company based on company identification texts | | | | |
| Automatic checking of line item prices | | |||
| Support for prepayments | | |||
| Dedicated category for creating and updating purchase orders | | |||
| Support for vendor shipment numbers and vendor order numbers on lines | | |||
| Support for assignment of item charges during document registration | |
Order Matching
With the Order Matching module, you get the following key features:
| Feature | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
|---|---|---|---|---|
| Built-in image viewer as part of the matching process | | | | |
| Manual matching to purchase receipts and return shipments | | | | |
| Matching to unposted purchase orders and unposted return orders | | | | |
| Automatic matching to purchase orders, receipts, return orders, and return shipments | | | | |
| Matching based on vendor shipment number and vendor order number | | | ||
| Configurable and automatic line-by-line matching1 | | | | |
| Automated, rule-defined tolerance of differences between order and invoice amounts, as well as subsequent posting | | | | |
| Ability to copy header dimensions from order to invoice automatically | | | | |
| Ability to update existing purchase order or return order instead of creating invoice or credit memo | | | | |
| Support for serial and lot numbers in the matching process | | | | |
| Support for package tracking in order and receipt matching | | | ||
| Application of tolerance amounts/percentages at line level | | | | |
| Ability to add missing order lines for matching purposes | | | | |
| Automatic matching via job queues | | | | |
- Note that this feature also requires the Advanced Capture module to be installed.
Document Approval
The Document Approval module gives you access to the following key features:
| Feature | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
|---|---|---|---|---|
| Enhancement on a range of common workflow and approval scenarios not supported by standard NAV | | | | |
| Built-in image viewer as part of the approval process | | | | |
| Ability to view document image in external window for manual resizing purposes and similar | | | | |
| Automatic approval and posting within predefined limits | | | | |
| Ability to send out one combined email with all invoices for approval | | | | |
| Support for approval sharing when Out-of-Office is on (for holiday, leave, etc.) | | | | |
| Approval sharing that allows one or multiple users to manage approvals for other users | | | | |
| Ability to forward invoices and credit memos for approval to a specific person | | | | |
| Support for four-eyes approval (a minimum of two users checking all invoices) | | | | |
| Amount limits for four-eyes approval | | | | |
| Dimension and amount validation during approval | | | | |
| Amount validation on posting in order to check posted amounts against actual document amounts | | | | |
| Ability to request predefined reason codes when invoice or credit memo is put on hold or rejected | | | | |
| Ability to pre-post purchases to G/L before documents are approved | | | | |
| Approval flows that allows document approval based on preconfigured approvers | | | | |
| Amount limits for approval flow codes | | | | |
| Advanced approval that allows document approval based on dimension codes | | | | |
| Free online hosting with Continia Software1 | | | | |
| Direct connection to NAV/Business Central using Web Services (full data consistency)1 | | | | |
| An intuitive UI for users to approve purchase invoices, credit memos, and other business documents1 | | | | |
| Functionality that enables users to easily change lines, approve and reject documents, put documents on hold, forward documents to other users, and add attachments and comments | | | | |
| Configurable account and dimension limitations to simplify selections1 | | | | |
| Ability to have approvals carried out by NAV/Business Central limited users | | | | |
| Searchable, secure archive1 | | | | |
| Easy use of predefined templates to automatically create lines in invoices and credit memos | | | | |
| Disable standard notification for DC approval flows. Note, only available in BC19 and newer versions | | | | |
| Support for the Resource option on the Approval User Groups page | | | ||
| Approval of purchase orders and return orders using Continia approval workflow functionality, including the Web Approval Portal | | |||
| Displaying automatic-approval comments during the approval process | | |||
| User-specific list of approvers when forwarding approval requests | | |||
| Displaying OIOUTS documents in the Continia Web Approval Portal | |
- Note that you also need the Continia Web Approval Portal in order to use this feature.
Purchase Contracts
With the Purchase Contracts module, you get access to the following key features:
| Feature | 2021 R2 | 2022 R1 | 2022 R2 | 2023 R1 |
|---|---|---|---|---|
| Centralized management and storage of all purchase contracts, subscriptions, and other recurring costs | | | ||
| Creation of contracts with all relevant information, such as vendor, pricing, contract start and end dates, and detailed contract lines | | | ||
| Comprehensive archive containing all contract-related documents and files from the contract card | | | ||
| Ability to create contracts directly from a recurring invoice | | | ||
| Autofilling of contract details when invoices are processed in the document journal | | | ||
| Automatic distribution of the recognized total invoice amount between contract lines | | | ||
| A straightforward and structured periodic review process, ensuring that you only pay for what you need | | | ||
| Option to have the review process started automatically at regular intervals based on company policies | | | ||
| Ability to review all contracts before the beginning of a new fiscal year | | | ||
| Easy overview of contracts that need to be sent for review | | | ||
| Email notifications to contract reviewers when contracts are due for review | | | ||
| An intuitive user interface that makes it easy to review contracts from either Business Central or the Continia Web Approval Portal | | | ||
| Functionality that enables contract reviewers to easily change lines, review and cancel contracts, and add attachments and comments | | | ||
| Automatic approval of recurring invoices within allowed tolerances, based on reviewed contracts | | |