Course Information
- Location:
- Virtual Classroom
- Cost:
- FREE
- Duration:
- 1/2 Day (10:00 - 13:00 GTM)
- Dates:
- See course booking form below
Build a strong understanding of Continia Document Capture and see how it makes invoicing easier in Dynamics 365 Business Central.
In this session, you will learn how documents are brought into the system, how templates help read the information, and how to check invoices before posting. You will also learn how the system matches details to keep everything correct, and how approvals work in both Business Central and the web portal. By the end, you will feel confident managing the document capture process from start to finish.
To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk
Agenda
10:00 Welcome & Introduction
10:15 Intro to Document Capture
- Importing Documents
- Template Configuration
- Simple Cost Invoice
- Line Translations
12:30 Matching & Translations
- Matching Invoices
- Multiple VAT
- Line Translations
12:30 Approvals
- Continia User Setup
- Approval Flows
- Approval Users
- Web Approval Portal
13:00 Summary & Questions