Document Capture

Document Capture allows you to quickly and efficiently present invoices and other documents for approval. Each approver receives an email with an overview of the invoices they need to act on – and as something completely new, there is now also the option of 4-eye approval or hierarchical approval.

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Tel: +45 5353 2020

Mail: kontakt@vektus.dk

That’s why Document Capture is relevant for you.

Web portals

With the Web Portal, you ensure that employees who do not have access to Dynamics NAV can approve a document regardless of their location.

Updated overview

Approvals in the Web Portal happen in real time, so you will always have an up-to-date overview regardless of who is approving.

Match purchase invoice with purchase order

Document Capture includes advanced features that make it efficient to match a received purchase invoice with a purchase order.

“drag-and-drop”

With Document Capture, you can drag-and-drop any file type or email to any record, project or customer and supplier card in Dynamics NAV.

Stay on top of documents

Document Capture allows the accounting department to keep track of all documents that are out for approval.

Security for authentication

Each approver has the option to assign a deputy in case of absence. This setup can also be done by the bookkeeper to ensure that all documents are approved in time.

Faster approval. Provides increased overview. Time-saving. Payment on time.

Examples of features and options in Document Capture

  • Amount and dimension approval (replacement for Web User List)
  • 4-eye approval
  • User management across accounts
  • Account codes
  • Rejection code (rejected or deferred invoice approval)
  • Unidentified company
  • Improved order matching
  • Ability to view shared documents (Web)
  • French localization
  • NAV WEB client support
  • Possibility to check that the amount being booked is also approved
  • Check dimensions continuously in approval
  • Display of template fields has been adjusted
  • Ability to delete and add lines manually with line recognition.
  • Improved messaging generated by order match.
  • Invoice rounding precision

Document Capture also includes:

  • Faster initial recognition of documents from new creditors
  • Better overview in the document draft by adjusting templates and template fields
  • Significantly improved overview of the page Document category
  • Settings and buttons are only visible when relevant to the configuration or data being displayed
  • People in the approval flow appear directly on documents and on the approval page in NAV
  • Ability to change invoice lines in NAV while the document is being approved (NAV 2016 and later)
  • Improved approval experience on the Approval Records page in NAV and Continia Web Approval Portal
  • The accrual code and location code columns are available in the Continia Web Approval Portal
  • Direct drilldown from pre-registration and activities in the role center for faster access to records and documents
  • Improved order matching

In addition, there are a number of features that improve and simplify your work:

  • Easier installation and configuration
  • Activation and deactivation is easier with the activation wizard and activation status view
  • Renaming Continia users, such as changing domain names
  • Better overview on setup pages
  • Direct links to key areas in the configuration make it very easy to set up, change and control settings and parameters
  • Support for additional languages in Cloud OCR

How to get started with Document Capture

Are you getting started with a Continia solution? Then contact us for a chat about how you can easily get started.

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Why Vektus

How we work

We work to make your investment in Business Central a success both now and in the long run.

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Get an overview of what Document Capture can do for your business.

See how Document Capture can give me faster approvals and a better overview of supplier invoices. And ensure they get paid on time.

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