Docs
Learn
Continia Public
PartnerZone
Docs
Trust Center
AppSource
Continia Docs
Content
Theme
Print
Language
Table of Contents
Continia Docs Home
Cookie Policy
Continia Document Capture
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
Continia Document Output
Welcome to Document Output
New and planned
Release plan
Detailed changelogs
Overview
Document Output 2026 R1
Document Output 2025 R2
Document Output 2025 R1
Document Output 2024 R2
Document Output 2024 R1
Continia Delivery Network
Document Output Docs
Previous changelogs
Document Output 2023 R2
Document Output 2023 R1
Document Output 2022 R2
Document Output 2022 R1
Document Output 2021 R2
Document Output 2021 R1
Document Output, old versions
General application
Release of Document Output for Business Central cloud
Continia Delivery Network
Tooltips for all Continia Document Output fields
New setup guide
Support for service invoices and service credit notes in XML
More email recipient flexibility
Continia Notifications
Continia Hub
Optimize UI on customer/vendor settings for Document Output
Documents and templates
Customizing the sender of outgoing emails
Ability to see customized senders when opening emails
Greater flexibility when attaching files
Flexible setup of email signatures and email templates
Multiple sender addresses (SMTP Servers)
Printing or sending all records within a filter
Flexible merge fields
Proforma invoices
Password protect PDF
Report selection on template
Peppol Bis3 AU/NZ variant
ZugFERD format (DE)
Facture-x format (FR)
Multiple supported languages on templates
Different background images in PDF files
Report selection override feature
Merging reminders and open documents into one file
Option to build a password based on merge fields to protect PDF files
More merge field options
Attach multiple single files
Output Profiles optimization
Enhancing email signature functionality
Improved FactBox with attachment names on template lines
Simplified automatic distribution of statements
RGS2 certificate on emailed PDF attachments
Source document information in email template body
Ability to send emails without attachments
Merge multiple attachments or send separately
Handled by DO
Merge field editor in signatures
Embed PDF in XML
Copy email template lines
Resend functionality for xml files
Add Handled (DO) and Output Profiles to reminders
Embed documents in E-doc
Email recipient setup priority on template lines
Add file engine on template lines
eSeal certification in Document Output
Streamlining the sending of eDocuments in Document Output with Document Capture
Multiple variant fields in templates
Tile indicating that documents require attention
Embedded payment links
Platform and technology
Continia Print Server
OAuth support in Document Output Service
NemHandel integration
Support for the Business Central Universal Code Initiative
AUNZ and NL Peppol service activation
Exchange configuration through web service using OAUTH2.0
Integration to Azure Blob Storage
Automatic AL extensions for custom-made templates
Improved support for ZUGFeRD and Factur-x formats
Enhanced In-App Notification groups
Strengthened log preservation security
Support for eDocuments features from Document Capture
Previous release plans
Overview
2025 release 1
2024 release 2
2024 release 1
2023 release 2
2023 release 1
2022 Release 2
2022 Release 1
March 2021 to March 2022
March 2020 to March 2021
Getting started
Overview
Understanding the Continia Delivery Network
Managing electronic documents
Overview
Australia
Austria
Belgium
Canada
Denmark
Finland
France
Germany
Ireland
Netherlands
New Zealand
Norway
Poland
Portugal
Spain
Sweden
United Kingdom
United States
Supported formats
Business functionality
Trials and subscriptions
Help and support
Continia Notifications
Continia Hub
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Troubleshooting and FAQs
General FAQ
Continia Delivery Network FAQ
Setting up Document Output
Setting up general business functionality
Setting up the Continia Delivery Network
Setting up job queues
Setting up email signatures
Creating an App Registration in Azure Active Directory
Setting up customers using eCandidates
Setting up the Document Output Service
Overview
Installing the Document Output Service
Configuring the service
Configuring the Document Output Service
Configuring local printing
Setting up the print server and file download
Setting up the print server
Setting up file download
Using the setup assistant
Authenticating with a web service access key
Authenticating with OAuth
Running the service
Running the Document Output Service
Running the service as a Windows service
Running the service using ServiceGUI
Setting up printer selection in Business Central
Printing from Business Central using the service
Setting up email functionality
Setting up payment links in emails
Business functionality
Overview
Continia eDocuments
Overview
General introduction
Continia eDocuments flows
eDocuments flows
eDocuments vendor flows
Activating Continia eDocuments
Setting up Continia eDocuments
Creating a sender profile
Setting up customers
eDocuments table structures
Creating XML structure extensions
Using payment means in eDocuments
Standard codes and units of measure
Email
Overview
Working with email templates
Creating email signatures
Password protecting PDF files
Setting a background PDF
Combining documents
Signing PDF files
Merging PDF files
Attaching files to email templates
Generating statements automatically
Enhanced automatic statements
Sending reminders
Document Queue
Merge tables
Merge fields in Document Output
Email FAQ
Print
Overview
The print queue
Electronic invoicing
Secure communication using Continia Delivery Network and Peppol
Outgoing Network Documents
Document validation in the Continia Delivery Network (CDN)
General
Overview
Creating email jobs
Editing the Document Output FactBox on customer cards
Output Profiles
Handled by DO
Adding different file engines to template lines
Role Center cues for failed documents
General business functionality FAQ
Security
Overview
Password protecting PDF files
Signing PDF files
eSeal certification
Local functionality
Overview
Denmark
How to comply with the Danish Bookkeeping Act
Development and administration
Overview
Understanding Continia Core
Feature Management
Setting up Azure Blob Storage
Supported countries and languages
Document Output permissions
Data centers
Development and customization
Overview
Scope of support services
Accessing the source code
Requesting events and external functions
Event publishers
Overview
Event publishers 25.00
Event publishers 24.00
Event publishers v6.00
Event publishers v5.00
Event publishers v4.00
Event publishers v3.00
Event publishers v2.00
Online
Overview
Managing Continia solutions (online)
Installing the Document Output app
Upgrading to the latest version
Minimum requirements
On-premises
Installing Document Output on-premises
Installing or upgrading Continia apps in multitenant environments
Comparison of features
Supported NAV and Business Central versions
Supported countries and languages (FOB)
Managing solutions
Managing licenses
Managing Continia solutions (on-premises)
Modules for Document Output
Deployment
Configuring on-premise services
Installing Document Output Service
Minimum requirements
Setting up OAuth for Document Output Service
Software lifecycle policy
Enabling digital vouchers for Business Central v14-v22
Upgrade
Overview
Upgrading Document Output (app)
Supported upgrade paths (FOB)
Upgrading with multiple solutions installed, FOB
Overview
Upgrading Continia Core (FOB)
Upgrading the Continia Delivery Network (FOB)
Document Output 2024 R2 (FOB)
Document Output 2024 R1 (FOB)
Document Output 2023 R2 (FOB)
Document Output 2023 R1 (FOB)
Document Output 2022 R2 (FOB)
Document Output 2022 R1 (FOB)
Document Output 2021 R2 (FOB)
Document Output 2021 R1 (FOB)
Upgrading NAV/Business Central
Overview
Upgrading to v23
Upgrading to v24
Upgrading to v25
Upgrading to v26
Upgrading to v27
Upgrading to v28
Migrating from FOB to app
Migrating from on-premises to cloud
Upgrading customized CAL versions of Document Output
Implementing service packs
Compliance
Continia Expense Management
Welcome to Expense Management
New and planned
Release plan
Detailed changelogs
Overview
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
Support for Microsoft Entra IDs and SAS in Azure Blob authentication
Expenses
Intelligent VAT recognition and country-based VAT mapping
Email-to-PDF conversion
Post in document currency (per user)
Mileages
Currency codes on mileage rates
Expense reports
Transfer custom field values to ledger entries and general journals
Continia Expense App and Portal
ISO-based country mapping for the AI Receipt Scanner
Dimension corrections on an intermediate account
Enhanced standard dimension handling
Support for Intune on mobile devices
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
Understanding priority and inheritance of dimensions in 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
Posting expenses
Reimbursing expenses
Reopening expenses
Moving an expense to another company
Configuring a matching tolerance
Downloading expenses from Continia Online manually
Adding a business vendor
Creating tax reports
Create expenses from credit 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 diem expenses
Posting per diem expenses
Reimbursing per diem expenses
Reopening per diem expenses
Moving a per diem expense to another company
Downloading per diem expenses from Continia Online manually
Enabling taxable rates for per diem
Enabling multiple destinations for per diem
Enabling multiple accommodations for per diem
Enabling or disabling allowances for per diem
Approvals
Overview
Approving documents
Approval sharing
Rejecting documents
Using on hold in Expense Management approvals
Editing posting in the web approval portal
Using the Continia Web Approval Portal
Continia Expense Mobile App
Overview
Submitting expenses in the Expense Mobile App
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
Credit card transactions
Overview
EM 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
Customizing your storage
Event publishers
Overview
Event publishers 26.00
Event publishers 25.00
Event publishers 24.00
Event publishers 12.00
Event publishers 11.00
Event publishers 10.00
Event publishers 9.00
Event publishers 8.00
Requesting events and external functions
Setting up Azure Blob storage
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
Supported NAV and Business Central versions
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
Continia Payment Management
Welcome to Payment Management
New and planned
Release plan
Detailed changelogs
Overview
Payment Management 2026 R1
Payment Management 2025 R2
Payment Management 2025 R1
Payment Management 2024 R2
Payment Management Docs
Previous changelogs
Payment Management 2024 R1
Payment Management 2023 R2
Payment Management 2023 R1
Payment Management 2022 R2
Payment Management 2022 R1
Payment Management 2021 R2
Payment Management 2021 R1
Payment Management 2020 R2
General application
Teaching Tips
Continia Notifications
Continia Hub
Payment and cash receipts
Integration with Expense Management
Support for file import from third-party payment services
Support for direct communication with EIKA (NO)
Automatic creation of payment suggestions in the payment journal
Automatic import of cash receipts and bank statements
Automatic posting of payments in the payment journal
Support for direct communication with Norwegian banks
Support for direct communication with Rabobank
Improved payment details for expenses
Approver count in payment approval workflows
Support for direct communication with Barclays
Support for manual communication with Nordea US
Support for manual communication JP Morgan, HSBC Global, Royal Bank of Scotland
Validation of payment before document approval
Bank account verification
Statement Intelligence
Improved bank account statement import and matching
Country and regional
Localization and release of payment management for the British Business Central market (UK)
Platform and technology
End-user installation of Payment Management
Previous release plans
Overview
Features Planned and Released in 2022 Release 1
March 2021 to March 2022
Overview
Ability to handle currency exchange rate amount differences in the bank account reconciliation
Simplified UI with updated and improved captions
Setup and user guides for Payment Management
Ability to set up customer application rules
Ability to manually summarize payments in the payment journal
Ability to pay employee expenses in the payment journal
Support for reconciling employee payments
Improvements to the Payment Management migration tool
Localization and release of Payment Management for the Irish Business Central market IE
Localization and release of payment management for the norwegian business central market NO
Localization and release of payment management for the swedish business central market SE
Localization and release of payment management for the dutch business central market NL
March 2020 to March 2021
Overview
Improvements to the import of FIK and GIK files, CREMUL
Support for Feature Management in Business Central
General reconciliation rules for the bank account reconciliation journal
Customer reconciliation rules to identify customers
Enhanced management of notifications
Merge rules for the merging of account statement lines
Migration tool for migrating Continia Payment Management
Getting started
Getting started with Payment Management
Quick guide
Preparing your setup to use Payment Management
Business functionality
Trials and subscriptions
Help and support
Bank integration
Overview
Austria
Belgium
Denmark
Estonia
Faroe Islands
Finland
France
Germany
Greece
Latvia
Luxembourg
Netherlands
Netherlands
The Netherlands and PM FAQ
Norway
Poland
Spain
Sweden
Switzerland
United Kingdom
United States
Supported bank systems
Overview
ABN Amro
Allied Irish Banks
Bankdata
Bankgirot
Barclays
Bank Nationale Paribas (BNP)
Bank of America
BEC
Bellin
Bunq
Citibank
Commerzbank
Coutts
Credit Suisse
Danske Bank
De Volksbank
Deutsche Bank
DNB
Eika Alliance
Handelsbanken
Overview
Handelsbanken (GlobalOn-Line)
Handelsbanken (Netbank Erhverv)
Handelsbanken (Nettbedrift)
HSBC
ING
Overview
ING
ING InsideBusiness
JP Morgan
Jyske Bank
KBC Bank
Knab
Lloyds
National Westminister
Nordea
Overview
Nordea (Business)
Nordea (Corporate Access)
Nordea (Corporate Netbank)
Nordea US
OP Corporate Bank
Rabobank
Rabobank
Rabobank premium
Raiffeisen Bank International
Revolut
Royal Bank of Scotland
Santander UK
SDC
SEB
SpareBank 1
Sparebanken Sor
Sparebanken More
Sparebanken Vest
Swedbank
Overview
Swedbank (ISO format)
Triodos Bank
Ulster Bank
Virgin Money
Continia Notifications
Continia Hub
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Troubleshooting and FAQs
General FAQ
The minimum requirements
Setting up Payment Management
Overview
Setting up general business functionality
Overview
Assisted setups for the Payment Management configuration
The Payment Management Setup Page
Setting up currency exchange rates
Setting up bank holidays
Using job queues to schedule tasks
Managing usage areas
Setting up bank accounts
Overview
Setting up bank accounts
Setting up balance accounts
Setting up vendor bank accounts
Direct communication
Overview of direct communication
Enabling the Direct Communication module
Manage tokens and certificates
Onboarding banks
Overview of onboarding banks
Onboarding ABN Amro
Onboarding with Bank Connect
Onboarding Barclays
Onboarding with Bizcuit
Onboarding Danske Bank
Onboarding DNB
Onboarding Eika Alliance
Onboarding Handelsbanken (GlobalOn-Line)
Onboarding Handelsbanken (Nettbedrift)
Onboarding HSBC
Onboarding Nordea
Onboarding Rabobank
Onboarding SpareBank 1
Onboarding Sparebanken More
Onboarding Sparebanken Sor
Onboarding Sparebanken Vest
Establishing Bank Integration through Tietoevry
Preparing direct communication through Yapily
Onboarding Yapily with Direct Communication
Troubleshooting
Setting up vendor information
Overview
Setting up payment methods
Setting up payment method mapping
Setting up vendor payment information
Setting up payment references
Setting up cost types
Defining alternate payment addresses
Setting up purchase documents
Setting up purchase journal validation
Setting up regulatory reporting codes
Adding a vendor
The Payment Management fields on the vendor card
Setting up G Accounts
Setting up notifications
Defining payment notification method
Setting up email notifications
Adding detailed expense information to the payment journal
Setting up customer information
Overview
Defining payment ID
Setting up customer application rules
Setting up customer statements
The Payment Management fields on the customer card
Setting up Payment Journals
Overview
Setting up payment journals
Managing document numbers
Including credit memos and refunds
Setup for summarizing payments
Manage exchange rate adjustments
Managing posting dates
Setting up Direct Debit
Overview
Setting up Direct Debit
Working with Direct Debit Collections
Setting up Statement Intelligence
Overview
Managing the import of bank account statements
Managing journal lines
Managing amount differences
Defining application method
Defining allowed tolerances
Defining tolerance for reconciliation suggestions
Defining sender reference
Enabling multiple bank statements per reconciliation
Setting up reconciliation rules
Overview
Setting up general reconciliation rules
Setting up bank account reconciliation rules
Setting up customer reconciliation rules
Setting up vendor reconciliation rules
Setting up employee reconciliation rules
Setting up search exception rules
Setting up payment identification search rules
Using split characters
Defining merge rules
Setting up Payment Approval
Overview
Setting up a payment approval workflow
Editing a payment approval workflow
Working with payment approvals
Enabling bank account verification
Setting up Payment Service Providers
Overview
Adding a Payment Service Provider
Matching ledger entries with PSP payments
Business functionality
Overview
Bank communication
Managing vendor payments
Overview
Suggesting and processing payments
Using the payment status
Managing cash discounts
Applying balance accounts
Summarizing payments
Managing payment notifications
Voiding a payment
Payment methods
Overview
Manual payments
Automatic payments
NemKonto payments
KID payments
USD payments
AUD payments
Managing customer payments
Overview
Creating customer payment suggestions
Importing customer payments
Importing payments from Payment Service Providers
Avoiding reimport of payments
Reimbursing customers and paying credit memos
Managing employee payments
Overview
Setting up payment notifications for employees
Suggesting and processing employee payments
Reconciling bank accounts
Overview
Starting bank account reconciliation
Importing and reconciling bank statements
Applying ledger entries
Reconciling bank statement lines manually
Matching bank statement lines manually
Managing open payments from the bank account reconciliation
Managing amount differences
Reconciling exchange rate differences
Merging bank statement lines
Importing bank statements without reconciliation
Undoing a bank account reconciliation
Reconciliation FAQ
Importing bank statements FAQ
Data import and export
Overview
Payment Management supported bank files
Understanding the CBIC and CBCC components
Managing files in the file archive
Bank export data
Development and administration
Overview
Understanding Continia Core
Feature Management
Supported countries and languages
Payment Management permissions
Migrating from FOB to app
Migrating Business Central On-Premises to Cloud
Development and customization
Overview
Scope of support services
Accessing the source code
Using the OCR reference interface
Creating an OCR reference for Bank Girot
Online
Using Continia Solution Management
Installing the Payment Management app
Upgrading to the latest version
Overview
On-premises
Installing Payment Management
Installing Business Central upgrades
Supported Business Central versions
Comparison of features and versions
Managing solutions
Managing licenses
Managing solutions
License and granules
Deployment
Minimum requirements
Software lifecycle policy
Upgrade
Overview
Upgrading to the latest version
Compliance
Compliance
Continia Payment Management NAV & BC14
Welcome to Payment Management
Overview
Introduction
News in the latest release
Module overview and function descriptions
Introduction
Product introduction
Basis module
Introduction
Help with startup and setting up the program
Easy creation of your payment suggestion
Many options for optimizing your payments
Simple and secure sending of payments and receipt of status
Optional notification of your vendors when payment is sent
Vendor-specific interpretation of OCR/FIK/GIK/KID
Handling customer payments
Continia Payment Management supports most banks in the Nordic region
Statistics and history
DynamicPay
Statement Intelligence module
Introduction
Reconciliation of already posted entries
Reconciliation of non-posted entries
Managing exchange rate differences
Bank Overview
Introduction
Austria
Belgium
Denmark
England
Estonia
Faroe Islands
Finland
France
Germany
Greece
Latvia
Lithuania
Netherlands
Norway
Poland
Sweden
Switzerland
USA
Banks with their own integration solution
Introduction
ABN Amro
Bank of America
Bankgirot
BNP Paribas
Citi-bank
Commerzbank
Credit Suisse
Danske Bank
DNB
Deutsche Bank
Handelsbanken
HypoVereinsbank
ING Bank
KBC Bank
Nordea
Nordea Direct
Norsk Telepay
Rabobank
Raiffeisen Bank International, RBI Group
SEB
Sillicon Valley Bank
Sparebanken Vest
Swedbank
Treasury Management Systems
Introduction
Coupa Treasury Management System
Kyriba Treasury Management System
Data Centers and Bank Alliances
Introduction
Bank Connect
Bankdata
BEC - Bankernes EDB Central
SDC - Sparekassernes Datacentraler
Sparebank 1 Alliance
Planned actions for upcoming releases
Continias Data Security
Compliance with GDPR legislation
BUILT INSIDE Dynamics
Available Apps From Continia Software
Detailed Changelog
Download & Install
Overview and checklist
Before you get started
Download the extension
Install the extension
Before you start
Minimum requirements
Installation of components (add-ins)
Installation of root certificate for Danske Bank
Installation of objects
Installlation of help files
Installation of permission sets
Upgrade
Overview of upgrade guides
Upgrade to PM 7.00
Upgrade to PM 6.01
Upgrade to PM 6.00
Upgrade to PM 5.00.01
Upgrade to PM 4.00 & 4.01
Upgrade to PM 3.01
Upgrade to PM 2.75
Upgrade to PM 2.70.01
Upgrade to PM 2.70
Upgrade to PM 2.60
Upgrade to PM 2.55
Upgrade to PM 2.50
Upgrade to PM 2.35
Upgrade to Continia Payment Management App
Uninstall the extension
User Guide
Introduction to the User Guide
About Payment Management
Setup and configuration
Checklist for setting up Payment Management
General preparation and setup
Activation of the extension
Assisted setup guide for Payment Management
Assign permissions to users and user groups
The Payment Management Setup page
Bank and Bank Account Setup
Import Continia's bank setup
Create a bank card
Create bank certificates
Create a bank account
Create approval flow on a bank account
Define currency-specific balance accounts
Define bank holidays
Define payment reference search rules
Define fees on payment methods
Block payment methods on a bank account
Import currency exchange rates
How to use the XML archive on the bank card
How to access the Data imported from banks archive
Change bank
Setting up vendor payment information
Assisted setup of vendor payment information
Set up vendor payment information
Set up vendor bank account
Create vendor payment groups
Set up foreign trade
Define payment method on vendor
Create OCR-based payment (FIK/GIK in Denmark)
Create KID payment (Norway)
Create SEPA payment
Create NemKonto payment (Denmark)
Create OCR payment (Sweden)
Bank Data, manual upload, create a abroad to abroad payment via shadow account
Setting up notification
Define bank notification definitions
Define manual notification definitions
Define foreign notification designations
Define payment definitions
Vendor payments
Create a payment journal
Setup of a payment suggestion
Setup aggregation of payments
Customer payments
Setting up reports for printing FIK/GIK payment slips
Setup of payment methods, general field validations, and Banks and Bank Bookkeeping Branches
Payment method list
Payment method groups
Payment methods advanced
General field validation
Banks and bank bookkeeping branches
Setting up bank account reconciliation
Bank Account Reconciliation Setup wizard
Set up the module Continia Statement Intelligence
How to set up bank account reconciliation on a bank card
Setting up bank account reconciliation on bank accounts
Starting bank account reconciliation
Define general or bank-specific reconciliation rules
Define merge rules
Define reconsiliation rules for customer payments
Business processes
Business processes in Continia Payment Management
Use payment information on the purchase document
Features in the customer receipt journal
Import customer payments
How to delete lines and avoid re-import
Features in the payment journal
How to create a payment proposal in the payment journal
How to summarize payments
How to post fees
How to pay by priority
How to use the payment overview and send payments to the bank
How to handle errors in the payment journal
Bank account reconciliation
How to reconcile your bank account
How to delete lines and avoid re-import
How to search for customer documents and document no.
Example of the payment flow with Continia Payment Management
Continia's YouTube chanel
Frequently asked questions
Glossary
Support
Customer- & Partner support
Continia OPplus
Welcome to OPplus
New and planned
Overview
General application
Public release of OPplus
Continia Notifications
Extended purpose codes on ISO payments
Filter on amounts in CSV ports
Integration of approval entries
Integration of chain liability module
New factoring module
Warning on show balance account
Wizard for blob storage setup
Document Output Integration with OPplus
Payment notifications integration
Platform and technology
Support for the Business Central Universal Code Initiative
Support for Local File System Storage with the Business Central Universal Code Initiative
Detailed changelogs
Overview
OPplus 2026 R1
OPplus 2025 R2
OPplus 2025 R1
OPplus 2024 R2
OPplus 2024 R1
OPplus 2023 R2
OPplus 2023 R1
OPplus 2022 R2
Getting started
Getting started with OPplus
Trials and subscriptions
Frequently asked questions
Frequently asked questions
Minimum requirements
Help and support
Continia notifications
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Setting up OPplus
Overview
Assisted setups for the OPplus configuration
Business functionality
Overview
License Information and Setup
Payment Import
Setting up Payment Import
Overview
Creating OPplus Pmt. setup data
Setting up extended features
Using hyperlinks in reports
Using hint text for bank imports
Defining exceptions
General Topics
Working with bank accounts
Bank accounts
Working with Extended Journals and Payment Interfaces
Using journal templates
Posting payments
Using the Import interface
Working with Import directories
Importing Payment Files
Overview
Working with CSV ports
Extended mapping with CSV Ports
Setting up a CSV port
Importing Pmt. files using a CSV port
Importing Pmt. files using MT 940
Importing Pmt. files using BESR
Importing Pmt. files using CAMT & CAMT 54
Importing Pmt. files using REMADV and PI
Importing Pmt. files using EPA
Importing Pmt. files using automated import
Using the Pmt. import register
Transferring imported data to a journal
Deleting the Pmt. import register
Printing the Pmt. import register
Processing payment imports
Importing MT940 and CAMT files using the two-step import method
OPplus Ext. Cash Receipt Journal functionalities
Working with the Ext Cash Receipt Journal
Working with extended journals
Using the Easy Match window
Using the Extended Application window
Open Entry Application during Pmt Import
Using the OPplus Extended Application
Currency Handling
The currency setup
Currency exchange rates
Working with currencies
Handling reversals
Posting a single application reversal
Posting a reversal with a different posting date
Connecting Webservices
Connecting Webservices
Payment Export
Setting up Payment Export
Introduction
Payment export module
Pmt export setup
Adding master data
Necessary client bank account master data
Necessary customer master data
Necessary vendor master data
Exceptions
Payment methods
Default length IBAN
Creating mandates
Bank setup
Bank branch codes
Bank Swift code
Importing BIC
Importing DE bank branch codes
Bank account extensions
Payment types
Payment types
Payment posting setup
Purposes
Working with purposes
Payment transaction schemas
Payment transaction schemes
SEPA 3.xx
Reporting
Reporting
Payment methods
Bank account and mandate details on ledger entries
Single Pmt Bank Account options in the Payment Method
Payment method code
Working with payment proposals
Creating payment proposals
Editing payment proposals
Creating and editing payment proposals using a template
Vendor create pmt proposal
Customer create pmt proposal
Employee create pmt suggestion
Bank account determination
The payment proposal card
Payment proposal entries
Working with orderer banks
Registered payment proposals
Standing orders
Ext cash receipt journal
Sending mandates by email
Sending advice by email
Payment proposal summary and process examples
OPplus payment transactions in connection with the GL Open Entries module
Miscellaneous setup
Target and proposal days
Payment Export Switzerland
Associations
G/L Open Entries
Extended Lists and Reports
Extended Fixed Assets
Trial Balance and VAT
Treasury
Factoring
Introducing the Factoring module
Setting up the Factoring module
Setting up a factor
Creating a factoring proposal
Demodata Tool
Overview
General Information
Payment Import
Payment Export
Associations
G/L Open Entries
Extended Lists and Reports
Multiple Payments
Installments
Extended Fixed Assets
Extended Analysis
Development and administration
Overview
Understanding Continia Core
Feature Management
Supported countries and languages
OPplus permissions
Development and customization
Overview
Scope of support services
Accessing the source code
Online
Using Continia Solution Management
Installing the OPplus app
Upgrading to the latest version
On-Premises
Supported On-Premises Versions of NAV and Business Central
Upgrade
Updating to the latest version
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
Compliance
Continia Finance
Welcome to Continia Finance
New and Planned
Release plan
Detailed changelogs
Overview
Continia Finance 2026 R1
Continia Finance 2025 R2
Continia Finance 2025 R1
Continia Finance 2024 R2
Detailed changelog for Docs
General Application
Continia Finance in English in Italy, Czechia, Slovakia, Hungary, Poland, Serbia, and Bulgaria
Platform and technology
Migration from OPplus to Finance
Previous release plans
Overview
2025 release 1
2025 release 1
General application
New Factoring module
Continia Finance in the USA and Canada
Support for Dutch localization
Continia Finance in English in Norway, Sweden and Belgium
Installment payments
Use installments in journals lines
2024 release 2
2024 release 2
General application
Integrating Continia Hub
Using CSV ports
Dimension alignment for payment discounts
Improved check VAT Code functionality
Installment payments
Posting installments when using different customer/vendor posting groups
Getting started
Overview
General introduction
Business functionality
Configuring general settings
Trials and subscriptions
Help and support
Continia Notifications
Continia Hub
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Continia Demo Scenarios
Setting up the Demodata for Continia Finance
Essential modules demo
Associations demo
G/L Open Entries demo
Extended Financial Reports demo
Extended Fixed Assets demo
Installments demo
Multi-Level Payment Discount demo
Treasury demo
Troubleshooting and FAQs
General FAQ
Business functionality
Overview
Assisted setups
Essential
Introducing the Essential module
Using balance confirmation codes
Using Fast Posting codes
Using ledger entry comments
Assigning VAT key codes
Using extended application features
Using extended payment discount handling
Using dimensions on system entries
Using CSV ports
Associations
Introducing the Association module
Setting up the Association module
Adding an association
Viewing association statistics
Additional Fields for associations
Linking customers and vendors
Adding extended reminders
Applying customer and vendor association entries
Lists of open entries for associations
G/L Open Entries
Introducing the G/L Open Entries module
Setting up the G/L Open Entries module
Open G/L Accounts
Printing open G/L account entries
Automatic application of G/L accounts
Applying payments to open entries
Extended Financial Reports
Introducing the Extended Financial Reports module
Setting up the Extended Financial Reports module
Using extended lists for general ledger entries
Extended customer ledger entries
Working with G/L account groups
Using affiliations
Open customer entries
Open vendor entries
Extended GL entries
GL entries overview
VAT entries overview
Printing extended financial reports
Extended detail trial balance
Extended total balance
Using the Reminders list
Setting the last posting date
Switching posting types
Purchase VAT next month
Extended Fixed Assets
The Extended Fixed Assets module
Setting up fixed assets
Adding a fixed asset
Using fixed asset templates
Applying partial disposal of assets
Using dimensions in fixed assets
Using fixed assets with quantities
Available reports for fixed assets
Installments
Overview
Setting up the Installment module
Adding an installment template
Applying installment plans
Multi-Level Payment Discount
Introducing the Multi-level Payment Discount module
Setting up the Multi-Level Payment Discount module
Using multi-level payment discounts in sales and purchases
Factoring
Introducing the Factoring module
Setting up the Factoring module
Setting up or editing data exchange definitions
Setting up a factor
Creating a factoring proposal
Treasury
Introducing the Treasury module
Setting up the Treasury module
Development and Administration
Overview
Understanding Continia Core
Feature Management
Supported countries and languages
Continia Finance permissions
Development and customization
Overview
Scope of support services
Accessing the source code
Migrating OPplus data to Continia Banking and Continia Finance
Requesting events and external functions
Online
Managing Continia solutions (online)
Installing the Continia Finance app
Upgrading to the latest version
Minimum requirements
On-Premises
Installing Continia Finance on-premises
Installing or upgrading in multitenant environments
Installing Business Central upgrades
Comparison of features
Supported Business Central Versions
Managing solutions
Managing licenses
Managing Continia solutions (on-premises)
Modules for Continia Finance
Deployment
Minimum requirements
Software lifecycle policy
Upgrade
Overview
Upgrading Continia Finance (app)
Upgrading Business Central
Overview
Upgrading to v23
Upgrading to v24
Upgrading to v25
Upgrading to v26
Upgrading to v27
Upgrading to v28
Migrate from on-premises to cloud
Compliance
Continia Banking
Welcome to Continia Banking
New and planned
Release plan
Detailed changelogs
Overview
Continia Banking 2026 R1
Continia Banking 2025 R2
Continia Banking 2025 R1
Continia Banking 2024 R2
Continia Banking docs
General application
AccessPay
BANKSapi
Yapily
Import
Import of multiple bank statements
Matching of G/L open entries
Using posting groups on payment reconciliation lines
Merging bank account statement lines
Partial payment handling enhancements
Enhanced discount handling for expired payment discounts
Merge rules for bank account statements
Applying split rules automatically
Automatic reconciliation of CAMT.054 from CAMT.053
CSV import enhancements
Merging bank account statement lines
Partial payment handling enhancements
Posting multiple applications as one sum entry
Reconciliation report for Norway localization
Transformation rules
Export
Multiple currency payments from one bank account
Payment Suggestion split on multiple orderer bank accounts
Enhanced bank account verification
Multi-level payment discounts
Payment information setup
Special character mapping
The Payment Statuses page
Previous release plans
Overview
2025 Release 1
Overview
Export
Advanced payment suggestion on journal batch level
Status update in the payment journal via CAMT.054
AML compliance criteria
Finnish payment reference handling
Norwegian KID reference handling
G accounts and payment allocations
Alternative payee bank account handling
Summarizing payments after creating a payment suggestion
Regulatory reporting
General Application
Support for Business Central NO
Support for CAMT.054
Support for Business Central NL
Import
Support for file import from third-party payment services
Payment reference rules
Split rules
Matching bank account ledger entries with batch payment ID
Matching bank account ledger entries by posting date and amount
Direct debit returns
Getting started
Overview
Setting up Continia Banking
Overview
A quickstart guide to setting up Continia Banking
Preparing your setup
Assisted setups
Manual setups
Setting up recipient payment information
Setting up cost types
Using job queues to schedule tasks
Managing exchange rate adjustments
Business functionality
Help and support
Continia Notifications
Continia Hub
Trials and subscriptions
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Troubleshooting and FAQs
General FAQ
Banks
Overview
Bank communication in Continia Banking
Banks
Onboarding ABN Amro
Onboarding Bank Connect banks
Onboarding Danske Bank
Onboarding DNB
Onboarding Handelsbanken
Onboarding Nordea
Onboarding Rabobank
Onboarding Swedbank and Sparbankerna
Onboarding SEB
Onboarding through Accesspay
Onboarding through Bizcuit
Onboarding through konfipay
Onboarding through Yapily
Onboarding through BANKSapi
Overview
Onboarding EBICS through BANKSapi
Onboarding PSD2 through BANKSapi
Onboarding through Tietoevry
Overview
Onboarding Eika Alliance
Onboarding Handelsbanken Nettbedrift
Onboarding Sparebank 1
Onboarding Sparebank Sor
Onboarding Sparebanken More
Supported bank files
Managing tokens and certificates
Business functionality
Overview
Using field templates in Continia Banking
Continia Banking Import
Overview
Using field templates in Banking Import
Setup
Overview
Configuring import settings
Managing the import of bank account statements
Importing a bank statement manually
Importing multiple bank statements
Preventing bank statement reimport in reconciliation
Enabling reimport of bank statement files
CSV Ports
Overview
Introducing CSV Ports
Setting up CSV Ports
Setting up CSV ports using the wizard
Troubleshooting source files
Account matching
Overview
Introducing reconciliation
The basics of matching accounts
Matching statement amount to account balance
Transaction type identification
Document number matching
Posting multiple applications as one sum entry
Matching entries by posting date and amount
Manual application
Introducing manual application
Applying ledger entries manually
Manual applications examples
Manual application FAQ
The Apply Entries page
Bank account reconciliation
Overview
Introducing bank account reconciliation
Preparing for bank account reconciliation
Managing reconciliation on the bank account reconciliation page
The bank account reconciliation page
Working with payment application proposals
Optimizing bank account reconciliation with integrated journal functionality
Undoing a reconciliation
Matching bank statement lines manually
The statuses in the bank account reconciliation
Handling amount differences in the bank account reconciliation journal
Viewing and editing reconciliation line details
Applying rounding amounts when working with different currencies
Transferring a line to the journal for manual handling
Handling payment application proposals in multiple currencies
Payment reconciliation journal
Overview
Introducing the payment reconciliation journal
Importing payments into the payment reconciliation journal
Working in the payment reconciliation journal
Handling payment reconciliation journal postings
The statuses in the payment reconciliation journal
Handling amount differences in the payment reconciliation journal
Payment application proposals
Overview
Reviewing payment application proposals
Applying payment proposals
The Payment Application Review page
Payment application proposals FAQ
Search rules
Introducing search rules
Setting up search rules
Split rules
Introducing split rules
Setting up split rules
Applying split rules automatically
Applying split rules manually
The split rule fields
Payment reference rules
Introducing payment reference rules
Default payment reference rules
Setting up a payment reference rule
Regular expression structure for matching payment references
Configuring check digit validation
Understanding exact matching using direct match
Understanding document type matching
Working with reference positions
Payment reference rule examples
Creating a transformation rule
Payment reference rule FAQ
Related party rules
Overview
Configuring related party rules
Payment service providers
Overview
Overview of supported payment service providers
Introducing PSPs
Setting up a payment service agreement
Importing PSP payments
Matching ledger entries with PSP payments
Setting up custom PSPs
Direct debit returns
Introducing direct debit returns
Handling direct debit returns
Adding a return direct debit rule
Understanding return reason codes
G/L open entries
Introducing G/L Open Entries
Setting up G/L Open Entries
Job queues
Overview
Setting up the posting reconciliation job queue
Continia Banking Export
Overview
Using field templates in Banking Export
Setup
Overview
Setting up bank accounts
Configuring export settings
Managing balance accounts for different currencies
Setting up the payment postings
Setting up bank system communication types
Setting up payment journals
Adding bank closing days
Setting up payment suggestion templates
Special character mapping
Managing payments
Overview
The Advanced Payment Suggestion option
Suggesting and processing payments
Working with payment suggestions on the Payment Suggestions page
Summarizing payments
Configuring balance accounts for payment journal lines
Using the payment status
The payment statuses
The Continia Banking fields on the cards
Managing employee payments
Reimbursing customers and paying credit memos
Adding an alternative account holder
Working with intermediary banks
Editing dimensions on payments
Splitting payment suggestions
Working with the Payment Information Setup
The Payment Statuses page
Security
Overview
Setting up a payment approval workflow
Editing a payment approval workflow
Working with payment approvals
Delegating approval tasks
Ensuring AML compliance
Bank account verification
Understanding bank account verification
Verifying bank accounts
Excluding unverified bank accounts in suggested payments
Payment allocation
Introducing payment allocation
Managing payment allocation to a G account
Remittance information
Overview
Viewing and rebuilding remittance information
Selecting a remittance information template
Adding a remittance information template
Reviewing remittance advice setups
Working with the remittance advice outbox
Direct debit
Overview
Setting up Direct Debit
Working with SEPA mandate reports and email delivery
Reports
Introducing regulatory reporting
Generating a regulatory report
The external codes page
Introducing Z4 reporting
Development and administration
Overview
Understanding Continia Core
Feature Management
Supported countries and languages
Continia Banking permissions
Development and customization
Overview
Setting up Azure Blob Storage for Continia Banking
Scope of support services
Requesting events and external functions
Accessing Continia apps in build pipelines
Migrating Payment Management to Continia Banking
Overview
Migrating Payment Management data to Continia Banking
Verifying and optimizing after migration
Configuring Banking Import settings after migrating from Payment Management
Reviewing and configuring bank accounts after migration
Migrating rules from Payment Management
Payment Management to Continia Banking data migration overview
Migrating OPplus data to Continia Banking
Overview
Migrating OPplus data to Continia Banking
Verifying and optimizing the migration
OPplus to Continia Banking data migration overview
Online
Overview
Managing Continia solutions (online)
Installing the Continia Banking app
Updating to the latest version
Minimum requirements
On-premises
Installing Continia Banking
Supported Business Central versions
Upgrade
Upgrading to the latest version
Managing solutions
Managing licenses
Managing Continia solutions (on-premises)
Modules for Continia Banking
Deployment
Minimum requirements
Software lifecycle policy
Compliance
Compliance
DYNAMO PAY
Welcome to DYNAMO PAY
Payment
Home
Assisted setup
Setting up preferred bank accounts
Setting up SEPA Credit Transfers
Setting up SEPA direct debits
Setting up a mandate
Setting up bank branch numbers
Setting up foreign payments
Setup
General Payment Setup
Setting up Payment Report Selections
Setting up the Import/Export paths
Setting up Payment Advices
Setting up Sending Payment Advices via e-mail
Setting up Bank Accounts
Setting up Transit accounts
Importing Bank Branch Numbers
Filling in data in Countries/Regions
Reg. Reporting Setup (Z4)
Setting up the reporting
Setting up service codes
Setting up Index of goods
Bearbeiten von Meldesätzen
Erzeugen von Z4-Meldungen
SEPA credit transfer
Setup
Setting up SEPA credit transfers
Filling vendors master data
Defining vendors bank accounts
Filling customer master data
Defining customers bank accounts
Filling Employee master data
Creating payment templates
Payments to third parties
Creating a payment suggestion
Processing a payment suggestion
Processing a payment suggestion
Splitting to bank accounts
Using approval workflows
Generating a payment file
Cancelling a payment file
Posting a payment file
Foreign payments
Setup DTAZV
Setting up foreign payments
Vendors
Vendor Bank Accounts
Payment Templates
Payment Suggestion DTAZV
Setup MT101
Setting up
Bank Accounts
Payment Templates
Payment Suggestion MT101
SEPA direct debit
Setup
Setting up SEPA direct debits
Creating payment templates
Mandate Management
Setting up mandates
Mandate Delegation texts
Creating a single mandate
Creating mandates in a batch
Releasing mandates
Modifying Mandates
Modifying mandates
Modifying Creditor-ID/Company Name
Modifying Customer Bank Account
Modifying a mandate number
Deleting mandates
Creating a direct debit suggestion
Processing a direct debit suggestion
Generating and posting direct debits file
Zahlungsverkehr CH
Ausgehende Zahlungen
Einrichten von Überweisungen national
Einrichten von SEPA Überweisungen
Einrichten von Überweisungen international
Ergänzen der Kreditorenstammdaten
Ergänzen der Kreditorenbanken
Ergänzen der Debitorenstammdaten
Ergänzen der Debitorenbanken
Ergänzen der Mitarbeiterstammdaten
Erstellen von Zahlungsvorlagen
Verarbeiten von Überweisungen
Eingehende Zahlungen
Einrichten CH Lastschriften
Einrichten SEPA-Lastschriften
Lastschriftvorlagen
Mandatsverwaltung
Einrichten Mandate
Mandatserteilungstext
Anlegen einzelner Mandate
Anlegen Mandate im Stapel
Freigeben Mandate
Ändern Mandate
Ändern Mandate
Ändern Gläubiger ID/Firmenname
Ändern Debitorbankkonto
Ändern Mandatsnummer
Löschen Mandate
Verarbeiten von Lastschriften
Setup
Einrichten Zahlungsverkehr Allgemein
Einrichten der Berichtsauswahl
Einrichten der Im- u. Exportpfade
Einrichten Avisversand per E-Mail
Einrichten von Hausbanken
Einrichten von Transitkonten
Ergänzen der Länder/Regionen
Bank statement processing
Assisted Setup
Setting up bank statement processing
Importing CAMT files
Importing MT940 Files
Processing bank statements
Posting preparation and application
Automated posting preparation and application
Setting up application search terms
Setting up Application Statement Term
Setting up customer applications
Setting up vendor applications
Running the automatic application
Return Debits
Setting up return debits
Setting up Text Code Supplements and Transaction Codes
Processing returned debits
Incoming Advises
G/L Open Items & Application
Overview
Setup
Setting up application G/L account
Setting up G/L accounts
Changing G/L account
Generating open G/L entries
Applying open G/L entries
Applying in foreign currecy
Subsequent application
Adjusting Exchange rate
Customer & Vendor Netting
Overview
Assisted setup
Setting up netting
Setting up netting groups
Making a netting
Making a transfer
Compliance
Continia Collection Management
Welcome to Collection Management
Is this page helpful?
Yes
No