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Table of Contents
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 26.03.02)
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
Continia eDocuments support for OIOUBL 3.0
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
General application
Support for Microsoft Entra IDs and SAS
Support for Microsoft Graph
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
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
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
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
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
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
Development and customization
Overview
Event publishers
Overview
Event publishers v26.00
Event publishers v25.00
Event publishers v24.00
Event publishers v12.00
Event publishers v11.00
Event publishers v10.00
Event publishers v9.00
Event publishers v8.00
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
Installing Document Capture (app)
Installing Document Capture (FOB)
Installing or upgrading in multitenant environments
Installing Business Central upgrades
Comparison of features
Supported NAV and Business Central versions
Supported countries and languages (FOB)
Online
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
Setting up Azure Blob Storage
Supported countries and languages
Understanding Continia Core
Use of AI in Document Capture
Compliance
License and granules for Continia Document Capture
19/11/2025
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