Automate every step of your daily invoice processing – from receiving and registering a document until you need to look it up again, for example, for auditing or reporting. Manage everything directly from Microsoft Dynamics – and the best part is that everything happens automatically.
Streamline and automate every step of daily document handling – from receiving and registering a document, to approval, posting and ultimately retrieving previously processed documents from the digital archive. Automated data capture PDF files are automatically received through predefined e-mail addresses and processed using award-winning OCR technology – with no user involvement at all. Paper documents are scanned using a desktop or network scanner and follow the same flow as PDF files.
All relevant information on documents is automatically transferred to the corresponding fields in Microsoft Dynamics, making it fast and efficient to register incoming documents. Invoice processing and management Continia Document Capture streamlines processing and managing purchase invoices with a wide range of new features such as automated vendor detection, document overview, inbound registration and much more. Using 3-way matching, invoices can be matched automatically to existing purchase orders or receipts, as well as approved and posted if amounts are within predefined thresholds.
Approving invoices can be done either directly in Microsoft Dynamics or online using a web browser – enabling everyone in the organization to access the approval workflow. Approvers can see the original invoice on the screen and either accept, reject, place it on hold, or forward it to another person for review or approval. Comments and attachments can easily be added too. With Continia Web Approval Portal, all employees with no direct access to Microsoft Dynamics gain the same opportunities to approve invoices and other documents. No matter where the employee is located, all that is required for accessing and approving documents is internet access.
The digital archive in Continia Document Capture contains all PDF files and scanned documents, which can easily be accessed from relevant places in Microsoft Dynamics. You can open the original PDF invoice from the posted invoice card or general ledger entry screen in Microsoft Dynamics. The digital archive is fully indexed, which means you can search for any text on documents, even if the information has not been transferred to a field in Microsoft Dynamics. This makes it possible to search for a specific reference number, serial number or any other information on purchase invoices and other documents.
Learn how to accelerate your finance processes with Continia. Join us on October 7 at Microsoft Canada HQ in Mississauga for Microsoft’s first Accounting and Financial Conference in Toronto – FPAC 2019. Register Now!
