Continia Document Capture advanced

Document Capture in Business Central

Optimising your company’s document handling

To ensure effective financial management and high data quality, it’s essential to have a streamlined, automated document flow.
Our course, Document Capture in Business Central, gives you an in-depth understanding of how to use Continia Document Capture to automate incoming invoice and document processes—from receipt and OCR processing to matching, approval, and posting.

You’ll learn how to set up, use, and maintain Document Capture so your organisation can free up resources, reduce errors, and ensure high quality across both finance and purchasing processes.

Who is the course for?

This course is aimed at:

• Finance staff

• Purchasing staff

• Administrative super users

• System owners and document leads

The course is ideal for companies looking to maximise the value of their Business Central solution by automating and optimising the document flow—with a special focus on invoice and contract management.

What will you learn?

The course covers a broad range of topics—each crucial for effective document handling. You will learn to:

Set up and administer Document Capture:

• Understand Document Capture’s role in Business Central

• Set up and tailor Role Centers for different user groups

Submitting and processing documents:

• Submit documents via email or upload

• Monitor OCR processing and assure data-capture quality

• Use Split & Merge to handle complex documents

Template setup and field configuration:

• Create and maintain templates per vendor

• Configure fields, line extraction, and matching settings

Validation and automation rules:

• Set up validation rules to ensure correct and complete data

• Automatic assignment of documents when errors occur

Matching and line extraction:

• Match invoices against purchase orders and receipts

• Set up and optimise line extraction for high accuracy

Approval flows and contracts:

• Manage approval workflows in Business Central and the Web Approval Portal

• Work with contracts and recurring expenses

Error handling and best practices:

• Identify and correct errors in the document flow

• Continuously optimise processes to maximise value

Course structure

The course is hands-on, with participants working through realistic scenarios and cases.
You’ll gain both theoretical understanding and practical experience so you can apply your knowledge immediately.

Prerequisites

To get the most out of the course, we recommend participants have access to Microsoft Business Central version 26 or later and work with financial processes or system administration.
Experience with general Business Central usage is an advantage.

Why choose this course?

By attending this course, you’ll gain a comprehensive understanding of how Continia Document Capture can help your company to:

• Automate the document flow and assure data quality

• Reduce manual work and errors

• Create transparency and control in finance and purchasing

• Optimise approval workflows and ensure fast invoice processing

• Fully leverage Document Capture’s advanced capabilities

Registration and further information

Ready to optimise your document handling and streamline your processes?
Sign up for our Document Capture in Business Central course today—and get the tools to take your invoice management to the next level.

Duration

2-day course (approx. 14 hours)

This course is relevant for:

• Finance staff

• Purchasing staff

• Administrative staff

• Super users and system owners

Price:

DKK 6,995 per participant