Version overview
Highlights in Document Capture 2022 R1 (9.00)
- Registration of documents directly to General Journal Lines - useful in situations where no document approval or detailed posting information is necessary, for example, one-time vendors that are unnecessary to register in full.
- Amount limits for approval flow codes and four-eye approval - introduced for a faster approval flow by ensuring that only the necessary number of people are involved in the approval processes and applying amount limits to trigger four-eye approval.
- Inclusion of purchase reason codes when exporting the Document Capture setup - easier and faster implementation upon setting up multiple companies.
- Attaching files from the Approval Entries page - speeds up the approval process by making it significantly easier to attach additional files without opening individual records.
- More drag-and-drop possibilities - include several additional standard Business Central pages, making it easier for you to attach files to posted documents in Business Central.
- More teaching tips
- Support for Finnish and Polish localizations - including translations.
Highlights in Document Capture 2021 R2 (8.00)
This version introduced new document categories, new options for allocating documents, and increased security against fraud. Some of the significant news in this version includes;
- Export vendor document attachments - export all documents in bulk simply by running a report. Useful if, for example, auditors ask for all invoices received within a certain period from a particular vendor.
- Teaching tour and tips - Teaching tips make it easier for new users to start using Continia Document Capture.
- New ready to use OCR categories - new categories have been added for attaching files to purchase receipts, customers, vendors, and employees. Having all relevant documents readily available in one place saves valuable time looking for them.
- Fraud detection - to minimize fraud, additional checks will be added for any captured bank account number and VAT number.
- Calculate date values - use formulas in template date fields to combine recognized values and add/subtract a date value from a recognized value.
- New possibilities for electronic invoicing with OIOUTS and ZUGFeRD
- Configurable messages - further comments are configurable, enabling you to assign documents in additional scenarios automatically. You can configure the comments individually on each template or as a global setting.
Dive a little deeper into the features in these video walkthroughs:
What's New in version 7.00
With the release of version 7.00, we introduced a unique service, Continia Delivery Network, to receive electronic purchase invoices and other e-documents in the correct format.
With this service, importing electronic documents directly in Document Capture becomes a straightforward way to help optimizing invoice workflow routines.
The YouTube video provides a small walkthrough of one of the news. If you would like to see more, we have made an entire playlist with video walkthroughs.
Expand the text below to get an overview of the major news in this version and find the video playlist link with more video walkthroughs.
Version highlights
- Copy a template – make desired changes in a master template and automatically push these changes to all related templates. You can even add an entirely new field to the master template and have this additional field pushed to all related templates.
- Ability to Copy Out-of-Office Settings to All Companies - When setting up your out-of-office assistant, you'll be able to copy your out-of-office settings to all companies.
- Force registration – of Continia Document Capture documents to register invoices or credit notes with a minimum of recognized information (vendor and amounts).
- Support for Intercompany in the Continia Web Approval Portal – enables approvers to fully specify Intercompany-related information in purchase documents during the approval process.
- Continia Delivery Network - a unique service that integrates with the PEPPOL eDelivery Network, thereby enabling you to receive electronic purchase invoices and credit invoices directly in Microsoft Dynamics 365 Business Central.
Watch a YouTube playlist with video walkthroughs of some of the major news in version 7.00 here:
What's New in version 6.50
This version of Document Capture introduced an enhanced activation process with, among other things, notifications upon missing acceptance of terms. Moreover, several improvements to the approval and order/receipt match were introduced for a better user experience.
The YouTube video provides a small walkthrough of one of the news. If you would like to see more, we have made an entire playlist with video walkthroughs.
Expand the text below to get an overview of the major news in this version and find the video playlist link with more video walkthroughs.
Version highlights
Client and Company activation
- In NAV 2017 and newer versions, a notification is shown in the Document Journal when an agreement (license, terms, or alike) with Continia Software is not accepted within the given timeframe. From NAV 2016 and backward, a confirm dialog is shown to accept the missing acceptances.
Document analysis and recognition
- support for capturing the full content of QR barcodes, which can be longer than the normal limit of 250 characters.
- Selected validation messages shown in the document journal and card have been made configurable. For these messages, it is now possible to configure if the message type should be information, warning, or error. This can, for example, be used to change a warning comment to an information comment and thereby allow batch postings when this comment is created
- Delegate a Document Capture document to a specific user. A new column; “Delegated
To User ID” has been added to the Document Journal (hidden by default). The document can manually be delegated by as-signing a User-ID in the field.
Purchase Approval
- Advanced Approval is now supported in Business Central cloud
- Simplified UI with updated and improved captions
- Support for Azure Blob storage as a third document storage type option.
- Upgrade toolkit for both Document Capture and Expense Management
XML Import
- Split XML document containing multiple invoices
Watch a YouTube playlist with video walkthroughs of some of the major news in version 6.50 here:
What's New in version 6.00
This version of Document Capture introduced a new module for handling electronic purchase invoices and credit memos while still using all the functionality of Continia Document Capture, XML Import.
The YouTube video provides a small walkthrough of this new feature.
Expand the text below to get an overview of the major news in this version.
Version highlights
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.
- XML Import is included as a module for Document Capture. Easy import of standard invoice formats such as; OIO, PEPPOL, EHF, etc .in the same flow and user interface as with PDF documents in Document Capture.
- Flexible configuration of additional formats which are easily added to the catalog of formats.
What's New in version 5.50 and 5.00
Version 5.50 and 5.00 introduced several technological improvements such as including the ABBYY FineReader version 12, which contains a wide range of OCR data recognition enhancements
The YouTube video provides a small walkthrough of the major highlights in version 5.00.
Expand the text below to get an overview of the major news in the new versions of Document Capture.
Version highlights
- Faster initial recognition of documents from new vendors
- Better overview in the Document Journal by adjusting templates and fields
- Significantly improved overview of the Document Category page
- Settings and buttons are only visible when relevant to the configuration or the data being displayed
- People in the approval flow appear directly on documents and on the approval page in NAV
- Possibility to change invoice lines in NAV while the document is awaiting approval (NAV 2016 and newer)
- Improved approval experience on the pages Approval Posts in NAV and Continia Web Approval Portal
- The deferral and location codes are available in Continia Web Approval Portal
- Direct drill down from pre-registration and activities in the Role Center provides faster access to records and documents
- Improved order match
With this version, the setup of Document Capture has been simplified.
- Easier installation and configuration
- With the new activation guide and activation status, activation and deactivation have been greatly improved
- Possibility to rename Continia-users, i.e. by changing domain name
- Better overview on setup pages
- Support for more languages in Cloud OCR
- Direct link to key areas in the configuration makes it very easy to set up, change and control settings and parameters