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Table of Contents

  • Continia Docs Home
  • Cookie Policy
  • Continia Document Capture
    • Welcome to Document Capture
    • New and planned
      • Overview
      • Documents and templates
        • Continia eDocuments support for OIOUBL 3.0
        • Simpler eDocuments onboarding
        • Support for the EHF format for eOrders in Norway
        • Support for the PINT Billing and PINT A-NZ Billing formats in APAC
        • Support for the SimplerInvoicing format in the Netherlands
        • Resending eBilling documents
        • Educational page to improve user knowledge of eDocuments and formats
        • Support for the FA(2) format in Poland
        • Support for sales shipments
        • Ability to handle payment means in Continia eDocuments
        • Validate sustainability values in document header and lines
        • Improved usability and stability in Continia eDocuments
        • Allow testing of eDocuments in sandboxes
        • Handle XML files received via email using the eDocuments framework
        • Improve XML structure pages for easier customization
      • Purchase documents
        • Support for the PINT XML format
        • Inclusion of Document Capture files when copying, correcting, and canceling posted purchase invoices
        • Inclusion of Document Capture files when reversing transactions registered in journals
      • Order and receipt matching
        • Document matching improvements regarding units of measure
      • Web Approval Portal
        • Support for OData V4 for the Continia Web Approval Portal
        • Optimized export of users – part 2
      • Country and regional
        • Support for Italian localization
      • Previous release plans
        • Overview
        • 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
            • New master template fields for Continia Sustainability
            • 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
          • 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
            • New action – 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
          • 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
      • Detailed changelogs
        • Overview
        • Document Capture 2025 R1
        • Document Capture 2024 R2
        • 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
        • Document Capture Service
        • Web Approval Portal
        • Continia Delivery Network
        • Document Capture Docs
    • Getting started
      • Getting started with Document Capture
      • 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
      • Using the Document Capture assisted setup
      • Business functionality
      • Trials and subscriptions
      • Billing, consumption, and transactions
      • Help and support
      • Continia notifications
      • Continia Hub
      • Resellers and partners
        • Overview
        • Becoming a reseller
        • Finding a reseller
      • Troubleshooting and FAQs
        • General FAQ
        • Minimum requirements
          • Overview
          • Additional guidelines
    • Setting up Document Capture
      • Overview
      • 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 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 purchase documents
        • Overview
        • Configuring purchase documents
        • Setting up purchase allocations
        • Using amount distribution codes
        • Enabling the import of embedded XML files
      • 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 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 web approval
        • Overview
        • Enabling the portal (online)
        • Enabling the portal (on-premises)
        • Configuring users for the portal
        • Customizing the portal
    • Business functionality
      • Overview
      • General business functionality
        • Basic concepts in Document Capture
        • The Document Capture section of the Role Center
        • Secure Archive
        • Document control log
        • Unsupported standard features
      • Document categories
        • The Contact-related documents category
        • The Customers, Employees, and Vendors categories
        • The Purchase Order category
      • Documents and templates
        • Overview
        • Working with templates
        • Importing documents
        • OCR-processing a document
        • Finding the document source and template
        • Identifying the document type and other basic details
        • Working with paper and PDF documents
        • Customizing list columns in the document journal
        • Capturing header fields in a document
        • Capturing line fields in a document
        • Using field translations
        • Enhanced line recognition
        • Purchaser code translation
        • Accounts for Amounts
        • Registering documents
        • Automatic assignment of item charges
        • Notifying admins about open documents
        • Reopening documents
        • Rejecting documents
        • Splitting and merging documents
        • Moving a document to another company
        • Setting up new template fields
        • Adding captions to PDF master templates
        • Accessing the document archive
        • Configuring comment types and importance
        • Support for Multi-Entity Management (MEM) by Binary Stream Software
        • Tracking emissions in Document Capture
        • Using allocation accounts
        • Handling discounts
        • Managing template fields
        • Exporting attachments
      • Order and receipt matching
        • Overview
        • Manual document matching
        • Automatic document matching
        • Handling discrepancies (partial matching)
        • Filtering line matches
      • 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
        • Forward approval
        • 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
      • 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
      • Continia eDocuments
        • Overview
        • Activating Continia eDocuments
        • Setting up Continia eDocuments
        • Setting up customers and vendors
        • eDocuments table structures
        • Capturing data from eDocuments
        • Continia eDocuments flows
          • eDocuments flows
          • eDocuments customer flows
          • eDocuments vendor flows
          • eDocuments advanced ordering flows
        • Using payment means in eDocuments
        • Understanding PINT and PINT A-NZ for eInvoicing in Australia and New Zealand
        • Setting up the PINT format in eDocuments
      • Continia solutions integrations
        • Document Capture and Continia Sustainability
    • Development and administration
      • Overview
      • Understanding Continia Core
      • Feature management
      • Supported countries and languages
      • Document Capture permissions
      • Data centers
      • Data hosting
      • Development and customization
        • Overview
        • Scope of support services
        • Accessing the source code
        • Customizing storage
        • Requesting events and external functions
        • Event publishers
          • Overview of event publishers
          • 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
      • Setting up Azure Blob Storage
      • Use of AI in Document Capture
      • Online
        • Using Continia Solution Management
        • Installing the Document Capture app
        • Upgrading to the latest version
        • Minimum requirements
          • Overview
          • Additional guidelines
      • On-premises
        • 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)
        • Managing solutions
          • Managing licenses
          • Managing solutions
          • Modules for Document Capture
        • Deployment
          • Minimum requirements
          • Web Approval Portal requirements
          • Software lifecycle policy
          • Configuring cloud OCR for on-premises
          • Configuring on-premises OCR
            • Configuring on-premises OCR
            • Creating and configuring email addresses for document import
            • Installing ABBYY and Document Capture Services
            • Setting up Exchange Web Services (EWS)
          • Getting notified of remaining OCR license pages
          • 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 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)
          • 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
          • Migrating from on-premises to cloud
          • Upgrading customized C/AL versions of Document Capture
    • Compliance
  • Continia Document Output
    • Welcome to Document Output
    • New and planned
      • Overview
      • 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
        • More available payment methods for XML formats
        • 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
      • 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
        • Enhanced XML export code
      • Previous release plans
        • Overview
        • 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
      • Detailed changelogs
        • Overview
        • Document Output 2025 R1
        • Document Output 2024 R2
        • Document Output 2024 R1
        • 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
        • Continia Delivery Network
        • Detailed changelog for Docs
    • Getting started
      • Getting started with Document Output
      • 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
      • Understanding the Continia Delivery Network
      • 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
        • Minimum requirements
    • 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
    • Business functionality
      • Overview
      • 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
        • Storing your Document Output log in Azure Blob Storage
        • Handled by DO
        • General business functionality FAQ
      • Local functionality
        • Overview
        • Denmark
          • How to comply with the Danish Bookkeeping Act
    • Development and administration
      • Overview
      • Understanding Continia Core
      • Feature Management
      • Supported countries and languages
      • Document Output permissions
      • Data centers
      • Development and customization
        • Overview
        • Scope of support services
        • Accessing the source code
        • 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
        • Using Continia Solution Management
        • Installing the Document Output app
        • Upgrading to the latest version
      • 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 solutions
          • 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
          • Migrating from FOB to app
          • Migrating from on-premises to cloud
          • Upgrading customized CAL versions of Document Output
    • Compliance
  • Continia Expense Management
    • Welcome to Expense Management
    • New and planned
      • Overview
      • General application
        • Viewing full details in a Document card from an expense report
        • Document storage in Continia Online
        • Company policies
        • Delegating users to manage other users' expenses
        • Editing approved documents in business central
        • New business vendor feature
        • Field type improvements
        • Payment type
        • Resize the document attachment page
        • Description field extension
        • Better validation of number series and source codes
        • Payment type UI improvements
        • Portuguese localization
        • Continia notifications
        • Purchase Contracts module
        • Polish localization
        • Improved payment details
        • Continia Hub
        • Secure Archive
        • Deletion, GDPR, and the Secure Archive
        • Changed user ID visibility for document log entries
        • Automatic creation of digital vouchers
        • Enhanced handling of purchase documents
        • Expanded job queue setup options
        • Canada sales tax - enhanced posting with general journal
        • Enhanced Microsoft 365 sign-in management
        • Improvements to the Purchase Contracts module
      • Expenses
        • Introducing Cash Advance
        • Export of expense attachments for VAT refund
        • VAT amounts more visible
        • VAT sales tax input from expense users
        • Support for GST/GST-free in Australia
        • Support for automatic allocation using distribution codes
        • Bank transaction descriptions follow expenses
        • 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
      • Credit card transactions
        • Ability to approve and post expenses without importing transactions
        • Importing own credit card transactions
        • New credit card agreement activation flow
      • Mileages
        • Improvements for the 60 day rule DK
        • Individual descriptions on specific document types
        • Support for the 60-day rule
        • Mileage receipt VAT calculation improvements for the UK market
        • Enhanced attachment control on mileage expenses
      • Per diems
        • Per diem trips across different countries with different rates
        • Norwegian per diem rules
        • More accurate calculation of per diem sub-rates
        • Support for the German 3-month rule
      • Expense reports
        • Pre-approval of expense reports
        • Group employee and vendor ledger entries in expense reports or by document type
        • Improved visibility of comments in expense reports
        • Improving workflows with new Approve actions added to Expense Document cards
        • Streamlined document attachment
      • Document approval
        • Option of making the approval flow different from Continia Document Capture
        • Configurable messages
        • One email for all companies to notify about open approval entries
      • Continia Expense App and Portal
        • Configuration of field dependencies in the Expense App and the Expense Portal
        • Notifications in the Expense App
        • Saved receipts improvements
        • Receipts list
        • AI Receipt Scanner
        • Matching variance settings synchronization from Business Central to Continia Online
        • Improved currency OCR recognition by matching against ISO codes
        • Autofill in the Expense App and Expense Portal
        • Support for OData V4 for the Continia Web Approval Portal
        • Figures indicating the number of documents for approval per type in the Web Approval Portal
        • AI receipt scanner improvements
        • Expense attachments visible on allocation pages in the Mobile Expense App
        • Boolean value support in field dependencies
      • Platform and technology
        • Signing in with SSO via Azure Active Directory
        • Support for the Business Central Universal Code Initiative
        • Support for local file system storage with the Business Central Universal Code Initiative
        • Cue improvements in the Role Center
        • ESG expense types for carbon footprint registration
        • Autozoom in Business Central add-in
        • 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
        • Demo machines with local data
        • Integration with Continia Sustainability
      • Web approval portal
        • Fully functional cross-company dashboard listing all pending approvals
        • Highlighting only relevant lines for advanced approval
      • Previous release plans
        • Overview
        • 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
      • Detailed changelogs
        • Overview
        • Expense Management 2025 R1
        • Expense Management 2024 R2
        • 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
        • Expense Management, old versions
        • Web Approval Portal
        • Expense Mobile App
        • Expense Portal
        • Detailed changelog for Docs
    • Getting started
      • Getting started with Expense Management
      • Overview of 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
        • Credit card transaction FAQ
        • Minimum requirements
    • 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 jobs and job tasks
        • 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
        • 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
        • Splitting expenses for GST-exempt parts
        • Setting up Canadian tax details
      • Setting up mileages
        • Overview
        • Setting up mileage vehicles
        • Setting up mileage rates
        • Setting up company policies for mileages
        • Setting up the 60-day rule (DK)
        • Setting up mileage to deduct distance between home and office
        • Mileage VAT calculation (UK)
        • 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
      • Expense Reports
        • Overview of expense reports
        • Setting up expense reports
        • Setting up pre-approval of expense reports
        • Submitting and managing expense reports
        • Viewing multiple comments in expense reports
      • Expenses
        • Overview of Expenses
        • Submitting expenses
        • Posting expenses
        • Reimbursing expenses
        • Reopening expenses
        • Moving an expense to another company
        • Downloading expenses from Continia Online manually
        • Adding a business vendor
        • Creating tax reports
        • Create expenses from credit card transactions
        • Submitting expense reports
        • Processing purchase invoices in Document Capture and Expense Management
        • Capturing data using AI Receipt Scanner
        • Using Cash Advance
        • Expenses FAQ
      • 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
        • The 3-month rule for per diem expenses in Germany
        • Understanding Norwegian per diems
      • Approvals
        • Overview
        • Approving documents
        • Approval sharing
        • Rejecting documents
        • Continia Web Approval Portal
      • Continia Expense Mobile App
        • Overview
        • Submitting expenses in the Expense App
        • Continia Expense App notifications
        • Images in the Saved Receipts list in the Continia Expense App
        • Color codes in the Continia Expense App history
        • Allocating expense costs
        • Expense App FAQ
      • Credit card transactions
        • Overview
        • EM bank account reconciliation
        • Importing transactions with custom templates
      • Purchase contracts
        • Overview
        • Creating purchase contracts
        • Purchase contract reviews
        • Approving expenses based on a contract
        • Viewing the purchase contract archive
      • Continia Solutions Integrations
        • Integrating Continia Sustainability with Expense Management
      • Local functionality
        • Denmark
          • How to comply with the Danish Bookkeeping Act
        • Norway
          • About Norwegian per diems
        • United States
          • Purchase contracts for the United States
    • Development and administration
      • Overview
      • Understanding Continia Core
      • Feature Management
      • Secure Archive
      • Supported countries and languages
      • Expense Management permissions
      • Data centers
      • Using your Microsoft 365 account to sign in
      • Development and customization
        • Overview
        • Scope of support services
        • Accessing the source code
        • 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
        • Using Continia Solution Management
        • Installing the Expense Management app
        • Upgrading to the latest version
        • Minimum requirements
      • On-premises
        • 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
          • Managing licenses
          • Managing solutions
          • Modules for Expense Management
        • Deployment
          • 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)
            • Upgrade overview
            • 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)
            • Upgrade overview
            • 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)
            • Upgrade overview
            • 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)
            • Upgrade overview
            • 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)
            • Upgrade overview
            • 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)
            • Upgrade overview
            • 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
      • Overview
      • 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
      • Detailed changelogs
        • Overview
        • Payment Management 2025 R1
        • Payment Management 2024 R2
        • 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
        • Payment Management Docs
    • 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
            • Overview
            • SEB (ISO format)
          • 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
      • 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
        • 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
        • Activate Payment 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 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
      • Overview
      • General Application
        • Integrating Continia Hub
        • Using CSV ports
        • New Factoring module
        • Continia Finance in the USA and Canada
        • Dimension alignment for payment discounts
        • Improved check VAT Code functionality
        • Use Instrastat reports with Affiliations
        • Support for Dutch localization
        • Continia Finance in English in Norway, Sweden and Belgium
        • Continia Finance in English available in all countries
      • Platform and technology
        • Migration from OPplus to Finance
      • Installment Payments
        • Posting installments when using different customer/vendor posting groups
        • Use installments in journals lines
      • Detailed changelogs
        • Overview
        • Continia Finance 2025 R1
        • Continia Finance 2024 R2
        • Detailed changelog for Docs
      • Previous release plans
        • Overview
        • 2024 release 2
    • Getting started
      • Getting started with Continia Finance
      • 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
        • Minimum requirements
    • 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 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
      • Online
        • Using Continia Solution Management
        • 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 solutions
          • 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
          • Migrate from on-premises to cloud
    • Compliance
  • Continia Banking
    • Welcome to Continia Banking
    • New and planned
      • Overview
      • Detailed changelogs
        • Overview
        • Continia Banking 2025 R1
        • Continia Banking 2024 R2
        • Continia Banking docs
      • 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
        • Import of multiple bank statements
        • Split rules
        • Matching bank account ledger entries with batch payment ID
        • Matching bank account ledger entries by posting date and amount
        • Working with associations in Payment Import
        • Matching of G/L open entries
        • Importing ZIP files
      • 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
        • Direct Debit reverse handling
        • Summarizing payments after creating a payment suggestion
        • Multiple currency payments from one bank account
        • Payment Suggestion split on multiple orderer bank accounts
        • Multi-level payment discounts in Payment Suggestions
        • Regulatory reporting
    • Getting started
      • Getting started with Continia Banking
      • Setting up Continia Banking
        • Overview
        • A quick 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
      • Business functionality
      • Help and support
      • Continia Notifications
      • Continia Hub
      • Trials and subscriptions
      • Resellers and partners
        • Overview
        • Becoming a reseller
        • Finding a reseller
    • Banks
      • Overview
      • Banks
        • Onboarding Bank Connect banks
        • Onboarding Danske Bank
        • Onboarding DNB
        • Onboarding Nordea
        • Onboarding SEB
        • Onboarding Handelsbanken
        • Onboarding through konfipay
        • Onboarding through Tietoevry
          • Overview
          • Onboarding Eika Alliance
          • Onboarding Handelsbanken Nettbedrift
          • Onboarding Sparebank 1
          • Onboarding Sparebank Sor
          • Onboarding Sparebanken More
      • Supported bank files
    • Business functionality
      • Overview
      • Bank communication in Continia Banking
      • Using field templates in Continia Banking
      • Continia Banking Import
        • Overview
        • Using field templates in Banking Import
        • File import
          • Configuring import settings
          • Managing the import of bank account statements
          • Importing a bank statement manually
          • Preventing bank statement reimport in reconciliation
          • Enabling reimport of bank statement files
          • Transaction Ports
            • Overview
            • Introducing Transaction Ports
            • Setting up Transaction Ports
        • Reconciliation
          • Introduction to reconciliation
          • The basics of matching accounts
          • Transaction type identification
          • Bank Account reconciliation
            • Overview
            • 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 journal
            • 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
          • 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
        • 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
          • Setting up a payment reference rule
        • Payment Service Providers
          • Overview
          • Adding a payment service provider
          • Importing PSP payments
          • Matching ledger entries with PSP payments
      • 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
        • 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
        • Security
          • Overview
          • Enabling bank account verification
          • Setting up a payment approval workflow
          • Editing a payment approval workflow
          • Working with payment approvals
          • Delegating approval tasks
        • Payment Allocation
          • Introduction 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
        • Direct Debit
          • Overview
          • Setting up Direct Debit
        • Reports
          • Introducing regulatory reporting
          • Generating a regulatory report
          • Ensuring AML compliance
    • Development and administration
      • Overview
      • Understanding Continia Core
      • Feature Management
      • Country/regional availability and supported 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
      • Online
        • Overview
        • Activate Continia Banking
        • Installing the Continia Banking app
        • Updating to the latest version
      • On-premises
        • Installing Continia Banking
        • Supported Business Central versions
        • Upgrade
          • Upgrading to the latest version
        • Managing solutions
          • Managing licenses
          • Managing solutions
          • License and granules
        • Deployment
          • Minimum requirements
          • Software lifecycle policy
    • Compliance
      • Compliance
  • Continia Sustainability
    • Welcome to Continia Sustainability
    • New and planned
      • Overview
      • Detailed changelogs
        • Overview
        • Continia Sustainability 2025 R1
        • Continia Sustainability 2024 R2
        • Continia Sustainability Docs
      • General application
        • Enhanced alignment with Microsoft
        • On-demand automated data import
        • Demo data for Continia Sustainability Workflows
        • Importing data from external files into the Environmental Journals
        • The Continia Sustainability Role Center
        • Environmental Reports
      • Emission factors
        • New Emission Factor Sets
      • Country and regional
        • Support for localizations
    • Getting started
      • Monitor and reduce your carbon footprint with Continia Sustainability
      • What is sustainability and why is it important?
      • The basic concepts in Continia Sustainability
      • Understanding carbon accounting
        • Overview
        • GHG scopes explained
        • Continia Sustainability and the GHG Protocol
      • Business functionality
      • The Continia Sustainability section of the Role Center
      • Quick guide
      • Extending Business Central Sustainability
        • Integrating Continia Sustainability with BC Sustainability
        • Extending the BC Sustainability posting routine
        • The global warming potential greenhouse gases
      • Trials and Subscriptions
      • Help and support
      • Resellers and partners
        • Overview
        • Becoming a reseller
        • Finding a reseller
        • Sustainability consultancies
      • Continia Hub
      • Continia Notifications
      • Troubleshooting and FAQs
        • General FAQ
        • The minimum requirements
    • Setting up Continia Sustainability
      • A quick guide to setting up Continia Sustainability
      • Assisted setup guide for Continia Sustainability
      • Emission factor sets
        • Overview
        • Emission factor databases
        • Adding an emission factor set that is managed by Continia
        • Selecting accurate emission factors
        • Working with an emission factor set
        • Creating an emission factor set
        • Updating an emission factor set
        • Flagging an emission factor as discontinued
        • AIB
        • Auckland Council Consumption Emission Methodology data table
        • CO₂ emissiefactoren
        • Defra
        • Electric
        • Exiobase
        • Klimakompasset
        • New Zealand summary of emission factors
        • SIC
        • US EPA for GHG inventories
        • US EPA supply chain emissions
      • Setting up Continia Sustainability
      • Setting up vehicle laden codes
      • Setting up waste disposal methods
      • Setting up material sources
      • Setting up environmental data sources
      • Using job queues to schedule tasks
    • Business functionality
      • Overview
      • Understanding data responsibility in Continia Sustainability
      • Emission types
        • Overview
        • Setting up Emission types
      • Environmental accounts
        • Overview
        • The environmental account card fields
        • Adding a facility card
        • Adding a vehicle card
        • Adding a purchased goods and services card
        • Adding a transport and distribution card
        • Adding a waste card
        • Adding a business travel card
        • Adding an employee commuting card
        • Adding a sold products card
        • Adding an investment card
        • Working with dimensions for environmental accounts
      • Environmental journals
        • Managing data in Continia Sustainability
        • Working with environmental journals
        • Connecting emission data to G/L accounts
        • Registering emission data through purchase invoices
        • Entering emission data in environmental journals
        • Importing emission data from document lines
        • Managing recurring emission data
        • Importing data from external files
      • Environmental reports
        • Overview
        • Working with reports
      • Continia Solutions Integrations
        • Continia Sustainability and Expense Management
        • Continia Sustainability and Document Capture
      • Updating emission estimates with recalculation features
      • Calculation in Continia Sustainability
      • Posting environmental data automatically
    • Development and administration
      • Overview
      • Understanding Continia Core
      • Feature Management
      • Continia Sustainability permissions
      • Country/regional availability and supported languages
      • Development and customization
        • Overview
        • Scope of support services
        • Accessing the source code
        • Requesting events and external functions
      • Online
        • Using Continia Solution Management
        • Installing the Continia Sustainability app
        • Upgrading to the latest version
      • On-premises
        • Installing Continia Sustainability
        • Supported Business Central versions
        • Managing solutions
          • Managing licenses
          • Managing solutions
          • License and granules
        • 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

Cookie Policy

\'To make this site work properly, we sometimes place small data files, called cookies, on your device. Most big websites do this too.\'

When you visit our website, we collect information about you that we use to adapt and improve our content. If you do not wish us to collect information, you should delete your cookies and avoid further use of the website. Below we have elaborated on which data is collected, its purpose, and which third parties have access to the data.

What is a cookie?

This website uses "cookies" which are text files that are saved on your computer, cellular phone, or similar with the aim of recognizing it, remembering preferences, measuring statistics, and target advertising. Cookies can't contain damaging code such as viruses, for instance.

If you block or delete cookies, adverts may be less relevant to you and appear more frequently. You also risk that the website doesn't function optimally and that there may be content you can't access.

Cookies from third parties

Our website contains cookies from third parties, which to varying degrees can include, Campaign Monitor, Google, and LinkedIn. We use them together with the following software: Umbraco and Google Analytics.

Personal data we collect

Personal data are all types of data that to one degree or another can be linked with you. When you use our website we collect and process a range of such data. This occurs, for example, during regular accessing of content, when you subscribe to our newsletter, participate in competitions or surveys, register as a user or subscriber, other use of services, or conduct purchases via the website.

We typically collect and process the following types of data: A unique ID and technical data of your computer, tablet, or cellular telephone, your IP address, geographic location as well as the pages you click on (interests). To the extent you yourself give explicit consent to this and enter the data yourself, we process the following data: Name, telephone number, email address, address and payment information. This typically takes place in the context of logging in or making a purchase.

Security

We have taken technical and organizational security measures to prevent your data from being accidentally or illegally deleted, made public, lost, impaired, disclosed to unauthorized persons, misused, or otherwise processed in violation of the law.

Purpose

The data is used to identify you as a user and show you the adverts that will probably be most relevant for you, for example, to record your purchases and payments, as well as to provide the services you have requested, such as receiving our newsletter. In addition, we use the data to optimize our services and content.

Duration of data storage

The data is stored for the period of time permitted by law, and we delete the data when they are no longer required. This period depends on the nature of the data and the basis for storing them. It is therefore not possible to state a general period of time for when data is deleted.

Sharing data

Data about your use of the website, which ads you receive and possibly click on, geographic location, gender and age group, etc. is shared with third parties to the extent this data is known. You can see which third parties we use in the section on Cookies above. The data is used to target advertising.

We also use a number of third parties for the storage and processing of data. These only process the data on our behalf and may not use them for their own purposes.

Sharing of personal data such as name and email address will only take place if you consent to it. We only use data processors in the EU or in countries that can provide your data with adequate protections.

Freedom of information and complaints

You are entitled to learn which personal data we process about you. You may in addition at any time object to the use of the data. You can also withdraw your consent to processing data about you. If the data about you that is processed is incorrect you have the right to correct or delete the data. Inquiries regarding this can be made to dpo@continia.com

Contact information

The website is owned and published by:

Continia Software A/S
  • Stigsborgvej 60

  • 9400 Noerresundby

  • Denmark

  • Telephone: +45 8230 5000

  • Email: mail@continia.com

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