Comparison of Features in Different Versions of Document Capture

• 01/10/2024
• 18 minutes to read

On this page, you'll find a brief overview of what versions of Continia Document Capture are supported by the different versions of Microsoft Dynamics 365 Business Central, followed by an overview of the most important features included in different versions of Document Capture.

Which Document Capture version is supported by my Business Central installation?

The table below provides a brief overview of how some of the latest versions of Document Capture are supported by Business Central. Over time, older versions of Business Central may not support the latest version of Document Capture, as the development of new Document Capture features is always aimed at the latest version of Business Central.

For a detailed list of all supported versions, see Supported NAV and Business Central versions

Feature comparison by Document Capture version

Continia maintains its focus on developing new features for the latest version of Business Central, meaning that certain features will not be available in older versions of Document Capture.

In the below tables, you can see the features that are available in different versions of Document Capture.

Essential

With the Essential module, you get access to the following key features:

Feature	2021 R2	2022 R1	2022 R2	2023 R1	2023 R2	2024 R1	2024 R2
Built-in image viewer for verification inside Microsoft Dynamics NAV/Business Central
Ability to add attachments to invoices and credit memos
Ability to drag and drop attachments from and to any record
Recognition and processing of purchase invoices and credit memos
Recognition of basic invoice header fields, such as date, invoice number, and total amount
Ability to view document image in external window for manual resizing purposes and similar
Recognition of invoice description
Recognition of dimensions
Recognition of job number
Ability to add any custom field to be recognized, and to dynamically transfer recognized value to purchase document
Recognition of multiple amounts (for example total cost amount + total freight amount)
Ability to recognize multiple VAT/tax amounts and assign these to different G/L accounts
Option to disable dialog about default G/L account configuration
Addition of Account Type and Account No. fields
Option of using fixed values for any field
Easily-changeable area of recognition on scanned documents
Configurable rules for fields, ensuring that the correct values are recognized (specific format, positive amount only, etc.)
Vendor-specific settings for recognition and validation
Multiple templates for each vendor (service invoices, item invoices, cost invoices, etc.)
Caption suggestions for master template fields
Ability to ignore caption suggestions
Assisted setup guide for the creation of new template fields
Option to enable automatic document registration on the template card
Ability to configure whether amounts are including or excluding VAT/tax
Manual splitting of PDF files inside NAV/Business Central, for example multiple invoices in one PDF file
Document analysis and capture built directly in NAV/Business Central, allowing app customization
Safe digital archive with free-text search capabilities
Automated checking for bank account and VAT numbers to avoid fraud
Automated IBAN validation
Automated phone number validation
Ability to capture QR codes and extract data within the codes
Registration of documents directly to general journal lines
Creating general journal lines using a bank or G/L account as the balancing account
View documents in Payment Journals
Document viewer availability on the Vendor Ledger Entries page
Easy resizing of the document viewer (draggable handle)
Direct access to all attachments in the document viewer
Support for Finnish localization
Support for Polish localization
Support for Portuguese localization
Support for email scenarios
Support for the Resource option in header and line translation
Document Search enhancement to include the Document Value table
Multiple Boolean search operators (AND and OR) in Document Search
Support for Microsoft's Business Central Universal Code initiative (on-premises)
Support for local file system storage with the Business Central Universal Code initiative
Deferral codes on the Accounts for Amounts page
Merging of nonconsecutive documents
Checking for dimensions on document registration
Displaying embedded PDF files by default in the document viewer
Configuration of the allowed difference between imported and assigned amounts
Option to enable manual-assignment comments
Bulk deletion of master template fields
Dialog listing templates if multiple templates are found using search texts
Amount distribution codes for determining how header amounts are allocated to accounts and dimensions when purchase lines are created
Amount distribution codes for determining how line amounts are allocated to accounts and dimensions when purchase lines are created
Splitting invoice amounts by dimension while keeping the existing account number
Ability to configure comment types and have documents automatically assigned to specific users in case of errors
Notification of remaining pages in OCR licenses
Automatic vendor and field recognition when documents are moved to other companies
Automatic deactivation of Continia solutions when companies are copied
Option to display the original sender email in Ready to Import when using Cloud OCR, rather than the address of an intermediary mailbox or similar
Notifications for admins about open, unregistered documents
Ability to add multiple customizable (dynamic) columns to the document list in the document journal
Support for WORKDATE and TODAY in template field formulas, enabling you to have specific dates automatically inserted for all documents using the relevant template
Secure Archive – an archive that automatically and securely stores your digital bookkeeping documents in their original form
Continia Hub – a central in-app assistance hub designed for convenience and user feedback
Support for the QR-Bill Management app by Microsoft
Document control log, providing a central overview of documents requiring special attention due to file checksum issues or post-approval changes
Support for Multi Entity Management (MEM) by Binary Stream Software
Automated cleanup processes to easily delete captured words, generated values, and entire records based on document status and age, ensuring GDPR compliance and maintenance of privacy and data integrity
Continia eDocuments – proprietary functionality that enables you to manage and exchange eBilling and eOrder documents (XML) directly from Business Central (for example, to receive purchase order updates from suppliers and swiftly respond directly through the Continia Delivery Network)

Advanced Capture

The Advanced Capture module includes the following key features:

Feature	2021 R2	2022 R1	2022 R2	2023 R1	2023 R2	2024 R1	2024 R2
Ability to recognize unlimited types of documents (sales orders, purchase receipts, employee-related documents, shipping notes, etc.) and to customize fields to be recognized in these document types
Line recognition
Enhanced line recognition, including AI-enhanced line capture, combining AI with manual capture, capturing lines spanning multiple rows, relative line capture, and capturing field captions at line level
Item reference for line translation
Automatic splitting of PDF files inside Business Central, for example based on barcode or invoice number
Recognition of job task number
Automatic moving of documents to the right company based on company identification texts
Automatic checking of line item prices
Support for prepayments
Dedicated category for creating and updating purchase orders
Support for vendor shipment numbers and vendor order numbers on lines
Support for assignment of item charges during document registration
Document viewer availability on the General Ledger Entries and General Journals pages
Ability to change the imported amount of a purchase document from general and purchase journals
Ability to update purchase orders based on delivery notes, to automate the receiving process

Order Matching

With the Order Matching module, you get the following key features:

Feature	2021 R2	2022 R1	2022 R2	2023 R1	2023 R2	2024 R1	2024 R2
Built-in image viewer as part of the matching process
Manual matching to purchase receipts and return shipments
Matching to unposted purchase orders and unposted return orders
Automatic matching to purchase orders, receipts, return orders, and return shipments
Matching based on vendor shipment number and vendor order number
Configurable and automatic line-by-line matching1
Automated, rule-defined tolerance of differences between order and invoice amounts, as well as subsequent posting
Ability to copy header dimensions from order to invoice automatically
Ability to update existing purchase order or return order instead of creating invoice or credit memo
Support for serial and lot numbers in the matching process
Support for package tracking in order and receipt matching
Application of tolerance amounts/percentages at line level
Ability to add missing order lines for matching purposes
Automatic matching via job queues

Document Approval

The Document Approval module gives you access to the following key features:

Feature	2021 R2	2022 R1	2022 R2	2023 R1	2023 R2	2024 R1	2024 R2
Enhancement on a range of common workflow and approval scenarios not supported by standard NAV
Built-in image viewer as part of the approval process
Ability to view document image in external window for manual resizing purposes and similar
Automatic approval and posting within predefined limits
Ability to send out one combined email with all invoices for approval
Support for approval sharing when Out-of-Office is on (for holiday, leave, etc.)
Approval sharing that allows one or multiple users to manage approvals for other users
Ability to forward invoices and credit memos for approval to a specific person
Support for four-eyes approval (a minimum of two users checking all invoices)
Amount limits for four-eyes approval
Dimension and amount validation during approval
Amount validation on posting in order to check posted amounts against actual document amounts
Ability to request predefined reason codes when invoice or credit memo is put on hold or rejected
Ability to pre-post purchases to G/L before documents are approved
Approval flows that allows document approval based on preconfigured approvers
Amount limits for approval flow codes
Advanced approval that allows document approval based on dimension codes
Free online hosting with Continia Software1
Direct connection to NAV/Business Central using Web Services (full data consistency)1
An intuitive UI for users to approve purchase invoices, credit memos, and other business documents1
Functionality that enables users to easily change lines, approve and reject documents, put documents on hold, forward documents to other users, and add attachments and comments
Configurable account and dimension limitations to simplify selections1
Ability to have approvals carried out by NAV/Business Central limited users
Searchable, safe archive1
Easy use of predefined templates to automatically create lines in invoices and credit memos
Disable standard notification for DC approval flows. Note, only available in BC19 and newer versions
Support for the Resource option on the Approval User Groups page
Approval of purchase orders and return orders using Continia approval workflow functionality, including the Web Approval Portal
Displaying automatic-approval comments during the approval process
User-specific list of approvers when forwarding approval requests
Displaying OIOUTS documents in the Continia Web Approval Portal
Ability to prevent approvers from changing the on-hold status of documents for approval
Option to allow both types of approval-sharing users to receive notifications
Action that allows you to put a document on hold and approve it at the same time
Ability to sort by due date and approval due date on the Purchase Approval Entries page

Purchase Contracts

With the Purchase Contracts module, you get access to the following key features:

Feature	2021 R2	2022 R1	2022 R2	2023 R1	2023 R2	2024 R1	2024 R2
Centralized management and storage of all purchase contracts, subscriptions, and other recurring costs
Creation of contracts with all relevant information, such as vendor, pricing, contract start and end dates, and detailed contract lines
Comprehensive archive containing all contract-related documents and files from the contract card
Ability to create contracts directly from a recurring invoice
Autofilling of contract details when invoices are processed in the document journal
Automatic distribution of the recognized total invoice amount between contract lines
A straightforward and structured periodic review process, ensuring that you only pay for what you need
Option to have the review process started automatically at regular intervals based on company policies
Ability to review all contracts before the beginning of a new fiscal year
Easy overview of contracts that need to be sent for review
Email notifications to contract reviewers when contracts are due for review
An intuitive user interface that makes it easy to review contracts from either Business Central or the Continia Web Approval Portal
Functionality that enables contract reviewers to easily change lines, review and cancel contracts, and add attachments and comments
Automatic approval of recurring invoices within allowed tolerances, based on reviewed contracts
Purchase contract intelligence – a system that suggests contract creation based on patterns detected in recurring invoices

See also

New and Planned
Feature Management