Solutions for Microsoft Dynamics NAV
Accelerate your finance processes for Microsoft Dynamics NAV & Dynamics 365 Business Central.
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Automates every step of your daily document processing - from receiving and registering any type of document to finding it again later.
Streamline registration of travel activities by using a smartphone. Clear overview of expenses and approval flow in Microsoft Dynamics NAV
Web-integrated service ensures that all employees can approve expenditures and travel activities just by accessing a web browser.
Swift registration of all types of e-documents as digital invoicing become an integral part of Microsoft Dynamics NAV.
Direct Debit handling by connecting Microsoft Dynamics NAV with the banking system. Fewer manual payments and improved liquidity.
Includes a variety of predefined e-mail templates with links to Microsoft Dynamics NAV reports, as well as to the required recipient data.
Send e-documents, e.g. PEPPOL format, from Microsoft Dynamics NAV via direct communication to leading VANS-providers
Ensures great data quality and a high security level throughout the entire payment process, regardless of the number of vendors and banks.
Load electronic bank statements from the bank's payment program, allowing Continia Payment Management to easily balance bank accounts.
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
Continia Document Capture is the best and most comprehensive end-to-end add-on solution for Microsoft Dynamics that scans, extracts OCR-data, registers, posts, and archives all types of documents with full-text search capability.
PDF files are automatically downloaded from 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 NAV, making it fast and efficient to register incoming documents.
Invoices in XML-format already contain all the necessary information and do not require OCR processing – you can simply import these using Continia e-Documents Import.
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, documents overview, inward 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.
Approval workflows for everyone
Approving invoices can be done either directly in Microsoft Dynamics NAV 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 NAV 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.
Access documents from anywhere
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 NAV. You can open the original PDF invoice from the posted invoice card or general ledger entry screen in Microsoft Dynamics NAV.
The digital archive is fully indexed which mean you can search for any text on documents, even if the information has not been transferred to a field in Microsoft Dynamics NAV. This makes it possible to search for a specific reference number, serial number or any other information on purchase invoices and other documents.
This solution provides a clear overview and easy management of all types of incoming expenses without having to use other systems than Microsoft Dynamics NAV.
Submission of receipts on the go
Business travelers no longer need to return to the office to bring in their travel report with paper receipts. They can do everything related to this on the go with Continia Expense Management.
Through the Expense Management app, travelers can do their expense reporting on the go in just a few steps: they take a picture, fill out required fields and send directly to bookkeeping. Mileage registration is handled in the same way.
All configuration of fields showing in the app is done from Microsoft Dynamics NAV, and once the expense report has been sent in by the traveler, all digital receipts will be visible in NAV.
Automatic credit card matching
Continia Expense Management enables you to import employees' credit card spending directly into Microsoft Dynamics NAV and automatically link the individual spending line with a registered receipt.
Once matching of transactions and expense reporting is done, finance will have a full overview of transactions missing documentation from the employee.
Access documentation directly from Microsoft Dynamics NAV
Continia Expense Management will daily collect the traveler’s activities and send it to NAV. This will give you a complete overview of expenses for the company in real time, directly in your NAV.
These activities are recorded as entries and travel expenses are handled like everything else in NAV.
Approval workflows for everyone
Approving expenses can be done either directly in Microsoft Dynamics NAV or online using a web browser - enabling everyone in the organization to access the approval workflow. Approvers can see the original expense 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 NAV gain the same opportunities to approve expenses and other documents. No matter where the employee is located, all that is required for accessing and approving documents is internet access.
Web Approval Portal
With Continia Web Approval Portal, every employee can access pending approval documents on the go without using the Microsoft Dynamics NAV client and still gain the same opportunities to approve expenses and other documents.
Approve from a PC, tablet or a Smartphone
The Continia Web Approval Portal is Web-service integrated directly into the Microsoft Dynamics NAV server. Through this portal, all employees can approve expenses and documents even though they have no direct access to Microsoft Dynamics NAV. The employee only needs access to a Web-browser.
Regardless of where the employee is situated, the employee can access all expenditures and documents pending approval by using a PC, tablet or a Smartphone on the go through Continia Web Approval Portal.
Add any document
At any time during the approval flow, users can add attachments to the invoice or the expense such as images, spreadsheets or e-mails. The attachments added through the Web Approval Portal are immediately available to other users of Microsoft Dynamics NAV making it fast and easy to look up the attachments – even after the invoice or expense is posted in Microsoft Dynamics NAV.
No installation needed
You can use Continia Web Approval Portal without any additional installation given that the portal runs on our Continia Online Service, which is hosted on Microsoft Azure.
Approvals from the Web Approval Portal happens in real time, meaning that you always have an up to date overview of expenses and documents pending approval.
Two Continia solutions, one web portal
In one single system, you get access to approve vendor invoices, sales orders, expenses, and mileage. Continia Approval Web Portal only requires one license but can process documents from both Continia Document Capture and Continia Expense Management.
This means that when a user logs on to Continia Web Approval Portal, documents pending approval from both Continia Document Capture and Continia Expense Management are available.
Please note that when an approval user logs on to Continia Web Approval Portal the approver will, as a minimum, take up a Microsoft Dynamics NAV Limited User. When the user logs out, the Microsoft user license will be released for a new alternative approver.
Automate communication with your vendors from all over the world by receiving electronic documents such as invoices, credit notes, and reminders directly in Microsoft Dynamics NAV with this add-on solution for Continia Document Capture.
Simple registration of e-documents
Receive your documents electronically directly into Microsoft Dynamics NAV with Continia e-Documents Import.
Automatically register electronic documents, that already contain data, and which therefore do not need OCR -processing. Registration of e-documents becomes an integral part of your work in Microsoft Dynamics NAV with Continia e-Documents Import. When processing the e-document, you are presented with a styled image of the file.
Handle all formats
Continia e-Documents Import contains direct communication some of the leading VANS-providers (Value Added Network Service), thereby making it easy to receive your e-documents through the secure network of these VANS-providers, no matter the format and directly to Microsoft Dynamics NAV.
The solution provides the ability to receive e-documents in the following standard formats:
OIOXML (UBL 0.8)
OIOUBL (UBL 2.02)
EHF (UBL 2.1)
Other formats are easily imported by converting the documents through a VANS-provider.
You can specify how to handle e-documents, either to place them in an internal file-folder and import them yourself, or you can download them from a VANS-provider’s system directly into Microsoft Dynamics NAV.
Familiar registration and approval process
As with Continia Document Capture, Continia e-Documents Import uses the VAT-number to identify the vendors in NAV. Just as documents received in Continia Document Capture, Continia e-Documents Import assigns a set of registration, approval and posting rules that enables you to quickly register the e-document to a purchase invoice and if desired even post the invoice immediately.
When sending invoices and credit memos, received through e-Documents, for approval the users access the documents using the familiar Continia Web Approval Portal. All documents pending approval are accessible to the approvers – this includes e-Documents, PDF-documents received by e-mail and scanned paper documents.
When approving e-Documents the user is provided with an image of the e-invoice making it easy for the approver to overview the full content of the invoice.
Easy and swift implementation
Continia e-Documents Import is easily added to your Microsoft Dynamics NAV solution. Please be aware that there might be some additional costs in relation to the VANS provider you are using.
The solution is an add-on for Continia Document Capture, however, it can be purchased and used as a stand-alone solution as well.
Handle Direct Debit agreements and collections directly within Microsoft Dynamics NAV, saving you the trouble of logging into your online bank.
Automate invoice and collection processes
Continia Collection Management is a complete customer collection solution that handles customer collections and credit memos directly from Microsoft Dynamics NAV by connecting it with your bank. The solution provides a clear overview of every paid and unpaid collection.
Simply send your collections electronically to your bank which then handles these collections along with notifications by communicating directly with Continia Collection Management, thereby updating the collection status and payment.
Continia Collection Management includes agreement management by supporting requests for configuration of collection agreements. Changes in or termination of agreements and update of agreement information are handled. Exchange of agreement information is handled in a template and can be edited before sending it to the bank.
Register preferred collection system and method
Every customer’s preferred collection methods are registered and are automatically added when an order, invoice or credit memo is created. The collection method can be changed manually on the individual sales document, for instance in relation to cash sales.
Companies that do business abroad often use many resources to handle collections from customers in various countries. Multiple collection solutions and currencies might make it inconvenient to administrate international collections.
With Continia Collection Management you only have one provider to handle all your collections, which simplifies the collection management processes.
In Europe, the solution offers SEPA Direct Debit collections in EURO as well as registration of credit cards and collections of cross-border payments.
Automate the process of distributing documents and reports directly from Microsoft Dynamics NAV and save time and money on postage.
Fully integrated within Microsoft Dynamics NAV
Continia Document Output comes with a wide variety of predefined email templates ready to use, each of which is linked to a Microsoft Dynamics NAV report and information about who is to receive them. All you need to do is to customize your e-mail to your own profile, and you are ready to go.
For this reason, Continia Document Output is simpler and cheaper than many other solutions in terms of implementation, development, and maintenance.
Automate communication with your customers from all over the world even more by sending electronic documents such as invoices, credit notes, and reminders directly from Microsoft Dynamics NAV with Continia e-Documents Export.
Continia Document Output comes with more than 20 email templates ready to use, each of which is linked to a Microsoft Dynamics NAV report and information about, who is to receive them. These templates are designed according to the document type and language. The following ready-made email templates come, among others, as a standard:
Account Statement (including attachments from the period)
Finance Charge Memo
If you wish to customize your own templates, this can easily be done as well. Design your templates by using your Outlook client. This way, you can enter in company logos and campaign banners, and attach files and documents if needed.
You can also use merge fields to automatically fill in information such as the sender's name, customer's name, email etc. When you are done setting up your email templates, you need only select the report that you want to use and you are done.
Information right at your hand
With Continia Document Output, you can always see which documents are sent at what time and to whom since all activities are logged.
Unique fact boxes on the Customer Cards provide information about e-mail recipients, access to email log and an overview of the documents. Likewise, fact boxes on Sales Quotes and Sales Orders provide information on email recipients and access to an email log.
With these fact boxes, you have a clear overview of your reports and email activity.
Transparent document workflow
When distributing reports from Continia Document Output, you open up an overview of all unsent documents. This overview indicates who is to receive documents via email, and who requires them in paper form. From here, you can choose whether to process all documents at once or selected documents.
After sending, the documents are marked as sent and will disappear from the overview. You can also configure Microsoft Dynamics NAV to automatically send and print out all of these documents at fixed intervals—once per day, for example, according to your needs.
Automate communication with your customers from all over the world by sending electronic documents such as invoices, credit notes, and reminders directly from Microsoft Dynamics NAV with this add-on solution for Continia Document Output.
Simple distribution of e-documents
Send your documents electronically directly from Microsoft Dynamics NAV with Continia e-Documents Export.
Through thorough validation rules, in accordance with applicable format requirements, this solutions provides the best conditions for documents not to fail upon sending - and at the same time, received status ensures that there is a fully updated overview of all documents directly in Microsoft Dynamics NAV (sent, forwarded or failed).
Handle all formats
Continia e-Documents Export contains direct communication with leading VANS-providers (Value Added Network Service), thereby making it possible to send your e-documents through the secure network of these VANS-providers, no matter the format, directly from Microsoft Dynamics NAV.
The solution provides the ability to send e-documents in the following standard formats:
OIOXML (UBL 0.8)
OIOUBL (UBL 2.02)
EHF (UBL 2.1)
Other formats are easilydistributed by converting the documents through a VANS-provider.
You can specify how to handle your e-documents, either to place them in an internal file-folder and distribute them yourself, or you can upload them to a VANS-provider’s system directly from Microsoft Dynamics NAV.
Send e-documents to customers without EAN/GLN numbers
Microsoft Dynamics NAV requires as a standard an EAN/GLN number to send e-documents. However, when using Continia e-Documents Export, you can register either an EAN/GLN number or a VAT number.
You can also register multiple EAN/GLN numbers on customers and choose between these upon the distribution of e-documents.
Easy and swift implementation
Continia e-Documents Export is easily added to your Microsoft Dynamics NAV solution. Please be aware that there might be some additional costs in relation to the VANS provider you are using.
The solution is an add-on for Continia Document Output, however, it can be purchased and used as a stand-alone solution as well.
Continia Payment Management ensures great quality and provides high security throughout the entire payment process.
Unique payment workflow
The unique direct communication with the bank in Continia Payment Management enables you to send payments directly from Microsoft Dynamics NAV to your bank's online system. Payments are approved and sent to the bank in one simultaneous workflow, and you immediately receive a receipt for the payment being delivered.
And with the add-on Continia Statement Intelligence, you can streamline the entire process of handling payments by importing account statements, automatic attachment match, settlement of combined payments and automatic creation of deposit slips.
Raise the security level
The direct communication in Continia Payment Management enables you to securely download exchange rates, deposit files and statements from the bank, as well as load bank account reconciliation files directly into Dynamics NAV - completely automatically.
The ability to communicate directly with your bank increases your company security level and at the same time eliminates the risk of errors.
The built-in comprehensive validation engine and activity logging both add to ensure the high level of quality in the payment process, making it perfectly safe for you to send your payments to the bank.
The unique automated validation process includes both compliancy checks with the rules that apply to a payment type or payment method, as well as the rules that apply to how the fields are formatted.
One payment journal for all payments
Continia Payment Management enables all payments to be handled collectively from one single payment journal. You can handle payments to several vendors in different currencies and from several bank accounts using one point of entry – the payment journal.
Whether you have a single bank account and relatively few suppliers, or you have multiple banks and bank accounts with a wide portfolio of suppliers both domestic and abroad, you will always have a clear overview of your payments with Continia Payment Management.
Add-on solution for Continia Payment Management that streamlines the entire process of handling payments by importing account statements, automatic attachment match, settlement of combined payments and automatic creation of deposit slips.
Easy balancing of accounts
Continia Statement Intelligence includes functionality to load electronic bank statements from the bank, which allows your Continia Payment Management solution to easily balance your bank accounts. This simply requires bank statements in electronic form.
The account statement is loaded into Continia Payment Management, which finds the corresponding bank entries – or makes suggestions if there are multiple options. Additionally, proposed counter-entries are automatically created if the bank entry cannot be found, for example deposits, interest, fees and more.
Balancing of debitor payments with few steps
When a given period’s account statement is loaded into Microsoft Dynamics NAV, Continia Payment Management has already closed and posted the entries.
Continia Statement Intelligence then finds all debtor payments, whether via account transfer or another format, including foreign payments, and creates these entries on the deposit slip.
Continia Statement Intelligence also recognizes fixed, recurring items such as bank fees. If there are any unclear entries after reconciliation, such as errors in the notification text, these items can be automatically transferred to a draft where you can make posting proposals.
Easy handling of exchange rate differences
Different currencies are also handled easily and efficiently with Continia Statement Intelligence. When an invoice in a foreign currency is posted, it is registered in your local currency at the given daily rate, and when the invoice amount is transferred to the bank via Continia Payment Management, it will correspondingly be in the specific day's rate.
The payment is sent to the bank with Continia Payment Management and the subsequent bank statement from the bank is loaded into Continia Statement Intelligence, which finds the corresponding bank records in Microsoft Dynamics NAV.
Continia Statement Intelligence registers differences in the price amount from the posted price to the payment price and automatically suggests that journal entry lines are created to post these exchange rate differences on a price difference account.