Business functionality
Continia Document Capture is an extension for Microsoft Dynamics 365 Business Central that streamlines your invoice processing. It's designed to handle tasks such as the capturing of document data in both PDFs and electronic documents, the automatic matching of orders and receipts, multi-step approvals, and more.
Core concepts and capabilities
Explore the foundational concepts that enable effective use of Document Capture in your organization.
- General business functionality - learn the basic concepts, get familiar with the Document Capture section on the Role Center, understand the Secure Archive and document control log, and more.
- Document categories - read about the standard document categories in Document Capture to make the most of the built-in functionality and better organize your incoming documents.
Functional areas
Document Capture is built around six core functional areas. Each area contains a range of features that streamline your invoice processing tasks, from start to finish.
- Documents and templates - understand how documents and templates work within Document Capture, from accounts for amounts to working with paper and PDF documents.
- Order and receipt matching - learn how to perform manual and automatic matching, as well as how to deal with discrepancies.
- Purchase approval - discover Document Capture's fully-featured approval workflow, including the Continia Web Approval Portal.
- Purchase contracts - read about the purchase contract functionality, from the creation to the approval of contract invoices.
- Local functionality - explore country-specific features, such as the Advance Letters document category in the Czech Republic and the QR-Bill Management app in Switzerland.
- Continia eDocuments - learn how to send and receive electronic documents via the Continia Delivery Network, which integrates with the Peppol eDelivery Network and the NemHandel network.