Modules and Features
When using Continia Document Capture 365, you select the modules that are useful for you. You always start with the Essential module and add other modules on top of this to build the most effective solution.
Essential
Contains the basic functionality to handle purchase invoices and credit memos as PDF-files or electronic documents and enables you to recognize header fields using OCR
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Automated setup and configuration Automated setup and configuration
Benefit from a quick and easy setup as everything is installed with a standard configuration when you start
Automated setup and configuration Automated setup and configuration
Benefit from a quick and easy setup as everything is installed with a standard configuration when you start
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Dedicated e-mail addresses Dedicated e-mail addresses
Receive PDF and XML documents attached to e-mails with dedicated e-mail addresses provided by Continia
Dedicated e-mail addresses Dedicated e-mail addresses
Receive PDF and XML documents attached to e-mails with dedicated e-mail addresses provided by Continia
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Award-winning OCR recognition Award-winning OCR recognition
Recognize header information using OCR, such as invoice number, invoice date, due date, total amounts etc.
Award-winning OCR recognition Award-winning OCR recognition
Recognize header information using OCR, such as invoice number, invoice date, due date, total amounts etc.
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Handles all XML formats Handles all XML formats
The solution comes with out of the box formats, PEPPOL BIS 3, OIOUBL, OIOXML, UBL, EHF, SVEFAKTURA, EBINTERFACE, XRECHNUNG.
Other formats than these are easy to add with simple configuration.Handles all XML formats Handles all XML formats
The solution comes with out of the box formats, PEPPOL BIS 3, OIOUBL, OIOXML, UBL, EHF, SVEFAKTURA, EBINTERFACE, XRECHNUNG.
Other formats than these are easy to add with simple configuration. -
Purchase invoices and credit memos Purchase invoices and credit memos
Create purchase invoices and credit memos from OCR-recognized PDF-documents
Purchase invoices and credit memos Purchase invoices and credit memos
Create purchase invoices and credit memos from OCR-recognized PDF-documents
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Manual split and merge Manual split and merge
Split a group of invoices from a single PDF-document into multiple invoices
Manual split and merge Manual split and merge
Split a group of invoices from a single PDF-document into multiple invoices
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Configurable templates and fields Configurable templates and fields
Set up custom fields to recognize from invoices and credit memos, such as dimension codes
Configurable templates and fields Configurable templates and fields
Set up custom fields to recognize from invoices and credit memos, such as dimension codes
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Batch processing and registration Batch processing and registration
Register invoices and credit memos either one-by-one or register all in one go
Batch processing and registration Batch processing and registration
Register invoices and credit memos either one-by-one or register all in one go
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Full document archive Full document archive
Find and see the original PDF and XML document of an invoice in seconds by using the standard built-in Navigate-functionality
Full document archive Full document archive
Find and see the original PDF and XML document of an invoice in seconds by using the standard built-in Navigate-functionality
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Drag-and-drop Drag-and-drop
Drag-and-drop any file attached to an invoice, credit memo or vendor
Drag-and-drop Drag-and-drop
Drag-and-drop any file attached to an invoice, credit memo or vendor
Advanced Capture
This module is relevant if you have complex documents, several companies, need to capture lines or want to process other types of documents
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Line recognition Line recognition
Recognize lines on an invoice or credit memo and transfer them to purchase lines
Line recognition Line recognition
Recognize lines on an invoice or credit memo and transfer them to purchase lines
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Unlimited document types Unlimited document types
Create and process other document types, such as sales orders, contract, delivery notes, etc.
Unlimited document types Unlimited document types
Create and process other document types, such as sales orders, contract, delivery notes, etc.
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Automated split and merge Automated split and merge
Automatically split a group of invoices in a single PDF-document into multiple invoices or credit memos
Automated split and merge Automated split and merge
Automatically split a group of invoices in a single PDF-document into multiple invoices or credit memos
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Company identification Company identification
Receive all documents with one e-mail address and have them automatically distributed to the right companies
Company identification Company identification
Receive all documents with one e-mail address and have them automatically distributed to the right companies
Order Matching
Match purchase invoices to existing orders, posted receipts, return orders and posted return shipments. A must have for purchase orders and return orders
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Automated matching Automated matching
Match invoices and credit memos automatically to an existing purchase order, posted receipt, return order or posted return shipment
Automated matching Automated matching
Match invoices and credit memos automatically to an existing purchase order, posted receipt, return order or posted return shipment
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Matching on totals Matching on totals
Match invoices either by order number and total amount with the corresponding purchase order or posted receipt
Matching on totals Matching on totals
Match invoices either by order number and total amount with the corresponding purchase order or posted receipt
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Matching line-by-line Matching line-by-line
Match by using vendor item number, quantity, unit price, and line amount to find corresponding purchase order lines or posted receipt lines
Matching line-by-line Matching line-by-line
Match by using vendor item number, quantity, unit price, and line amount to find corresponding purchase order lines or posted receipt lines
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Matching overview Matching overview
Get a clear overview of automatically matched lines or match lines manually
Matching overview Matching overview
Get a clear overview of automatically matched lines or match lines manually
Document Approval
This module adds a wide range of functionalities that are necessary to handle an end-to-end approval workflow in most companies
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Continia Web Approval Portal Continia Web Approval Portal
Enables all employees with no direct access to Continia Document Capture 365 to gain the same opportunities to approve invoices and other documents. No matter where the employee is located and no matter the device, all that is required for accessing and approving documents is internet access.
NOTE: Continia Web Approval Portal requires a Team Member for Microsoft Business Central as a minimum.Continia Web Approval Portal Continia Web Approval Portal
Enables all employees with no direct access to Continia Document Capture 365 to gain the same opportunities to approve invoices and other documents. No matter where the employee is located and no matter the device, all that is required for accessing and approving documents is internet access.
NOTE: Continia Web Approval Portal requires a Team Member for Microsoft Business Central as a minimum. -
Automated approval Automated approval
Configure automatic approval of invoices and credit memos if amounts are within predefined thresholds (requires Order Matching module)
Automated approval Automated approval
Configure automatic approval of invoices and credit memos if amounts are within predefined thresholds (requires Order Matching module)
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Approval flows Approval flows
Set up an unlimited number of approval flows, and assign them to individual invoices, or all invoices from specific vendors
Approval flows Approval flows
Set up an unlimited number of approval flows, and assign them to individual invoices, or all invoices from specific vendors
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Approval sharing Approval sharing
Use approval sharing to share the approval of one person to another, or set it up to allow a manager to see all approvals within their department
Approval sharing Approval sharing
Use approval sharing to share the approval of one person to another, or set it up to allow a manager to see all approvals within their department
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Forcing approval Forcing approval
Allow a superuser to force the approval of invoices and credit memos if company policies allow it
Forcing approval Forcing approval
Allow a superuser to force the approval of invoices and credit memos if company policies allow it
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Documents on hold Documents on hold
Put an invoice or credit memos on hold to show that it has been reviewed, but not ready to be approved
Documents on hold Documents on hold
Put an invoice or credit memos on hold to show that it has been reviewed, but not ready to be approved
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Out of office Out of office
Set up a substitute to handle approvals of an approver, when he or she is out of office for a longer period
Out of office Out of office
Set up a substitute to handle approvals of an approver, when he or she is out of office for a longer period
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Forwarding documents Forwarding documents
Allows an approver to forward invoices or credit memos manually to a specific user
Forwarding documents Forwarding documents
Allows an approver to forward invoices or credit memos manually to a specific user
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Amount and dimension validation Amount and dimension validation
Ensures that the sum of all purchase lines matches the total amount on the received purchase invoice or credit memo
Amount and dimension validation Amount and dimension validation
Ensures that the sum of all purchase lines matches the total amount on the received purchase invoice or credit memo
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Account and dimension permissions Account and dimension permissions
Allows you to enforce company policies of who can approve on which accounts and dimensions
Account and dimension permissions Account and dimension permissions
Allows you to enforce company policies of who can approve on which accounts and dimensions
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Full audit trails Full audit trails
During the approval process each version of a purchase invoice or credit memo is logged, so you can always go back in time and see who approved what and when
Full audit trails Full audit trails
During the approval process each version of a purchase invoice or credit memo is logged, so you can always go back in time and see who approved what and when
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Purchase allocations / pre-posting Purchase allocations / pre-posting
Ability to have the total amounts posted to the general ledger when an invoice or credit memos is out for approval
Purchase allocations / pre-posting Purchase allocations / pre-posting
Ability to have the total amounts posted to the general ledger when an invoice or credit memos is out for approval