The new XML Import module brings the possibility of handling electronic purchase invoices and credit memos while still using all the functionality of Document Capture.
Most of this functionality has until now been available in the separate solution e- Documents Import; however, with version 6.00 the importing of electronic documents is now merged into Document Capture.
Just like PDF documents in Document Capture, XML documents in the most common standard formats are automatically downloaded from predefined e-mail addresses or folders. All data is transferred from the imported file into the correct fields in Business Central. Compared to PDF documents, XML documents deliver unmatched accuracy in the details of all the data.
With this module, you are ready to take invoice automation to the next level.
With this version, the setup of Document Capture has been simplified.
Simultaneously, we released our new Expense app. From this app, users can submit expenses, mileages and not least per diem. This app will in time replace our old app.
With Per Diem, it is possible to configure special rates for the first and the last day or sub rates shorter than one day. The Per Diem module is then added to the Expense and Mileage modules to complete the travel settlement concept.
Per Diem is available in all the environments: Continia Expense App, Continia Expense Portal, Continia Approval Portal and Microsoft Dynamics Business Central. This means that customers can use the functionality no matter where they are located.
Reimbursement rates, posting account and rules are all configured in Business Central which makes the solution easy to use.
One of the biggest news in version 3.00 has been the ability to allocate expenses, for Expense users and approvers. This is a feature that has been in great demand by our users.
In addition to this requested functionality, version 3.0 included a lot of optimizations in the Expense app, in the Web Approval Portal and in NAV.
Allocation – A highly requested feature
Other requested features
Also available in this version
On top of these highly requested features, we have made a lot of optimizing in the Expense App, the Expense Portal and NAV/Business Central.
With the release of Document Output 3.01, we have released a set of features that further enhances the user experience in the solution. In addition, we have made it easier to use the solution to facilitate the distribution of electronical documents.
New and improved HTML-editor (from NAV 2018 and forward) - provides the possibility to insert photos, logos and attach documents directly in Business Central. This provides a much more flexible solution where you can send documents even without the use of Outlook.
Merge fields can now use related tables - which means that you have even more fields as merge fields, that can be used to create your templates. This ensures much better user experience and more editing options, including the ability to work with images in your templates.