Continia Document Capture advanced

Document Capture in Business Central equips your team to automate the entire document flow—from receipt to posting—using Continia Document Capture. In two days, finance, purchasing, and admin roles learn setup, OCR, templates, matching, and approvals so documents are handled accurately, quickly, and with full traceability. You’ll cut manual work and errors, shorten processing times, and raise data quality. You’ll leave with best practices, checklists, and a concrete action plan.

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

Continia Document Capture Advanced is a 2-day course (approximately 14 hours) from CURABIS that trains users in the setup, operation and troubleshooting of Continia Document Capture for Microsoft Dynamics 365 Business Central. The course covers document submission via email or upload, OCR quality, templates per supplier, validation rules, automatic invoice matching against purchase orders, approval workflows and contract management. The price is DKK 6,995 per participant, and the course requires Business Central version 26 or later, as well as basic user experience.

Continia Document Capture is an AppSource app for Microsoft Dynamics 365 Business Central that automates the capture, OCR recognition, validation and posting of supplier invoices. The app is developed by Danish company Continia Software, is certified by Microsoft and is used by thousands of Business Central customers globally. Document Capture reads PDF invoices from email or upload, extracts fields through OCR and templates, validates against purchase orders, and places the document in an approval workflow before posting in Business Central.

OCR (Optical Character Recognition) is technology that converts image-based documents such as PDF invoices into structured data by reading text, numbers and layout. In Continia Document Capture, OCR is used to extract fields such as invoice number, date, supplier, amount, VAT base and line details from incoming invoices. OCR quality depends on scan resolution, invoice format and template configuration per supplier, and the course trains participants to monitor OCR results and improve recognition through templates.

Templates in Continia Document Capture are supplier-specific patterns that tell the system where the relevant fields (invoice number, amount, date, lines) are placed on the invoice. When an invoice is received from a known supplier, Document Capture matches it against the existing template and extracts fields with high precision. Templates are created automatically after 1 to 3 invoices from the same supplier and can be fine-tuned manually for complex layouts. Correct template configuration is the key to a high automation rate and a low error rate.

3-way match is a validation process that matches an incoming supplier invoice against the related purchase order and goods receipt, to make sure the company only pays for items that have been ordered and received. In Continia Document Capture, the match happens automatically: the app compares invoice lines with open purchase orders and goods receipts in Business Central and flags discrepancies in price, quantity or item. Correctly configured 3-way match reduces wrong payments, duplicate payments and manual checks.

Approval workflows in Continia Document Capture are configured through Approval Workflows, where rules determine who needs to approve an invoice based on amount, dimension, supplier, posting account or purchase order. Approvers receive notification by email or in the Business Central Role Centre and can approve, reject or delegate directly from mobile or browser. Workflows support parallel and sequential approvers, amount limits and substitute approvers during absences. The automation reduces processing time and provides a full audit trail.

Continia Document Capture Advanced is aimed at finance and accounting staff, purchasing managers, administrative super users and system owners working with invoice handling, accounts payable posting or approval workflows in Business Central. The course is particularly relevant for companies that have implemented Document Capture but do not fully use the automation potential, and for companies about to roll it out who want to make sure the setup is correct from the start. Basic Business Central experience is recommended.

Continia Document Capture is built natively for Microsoft Dynamics 365 Business Central and runs as a certified AppSource extension in the same environment as the ERP. Other AP automation solutions such as Basware, Medius, Stampli or SAP Concur are typically standalone platforms that integrate with Business Central via API. Native integration provides real-time matching against purchase orders, shared user administration, a consistent UI and automatic updates with Microsoft's biannual releases. Document Capture is particularly strong in Nordic markets, with support for OIOUBL, PEPPOL and local e-invoicing formats.