Document Capture product profile
Are you tired of having to enter all data by hand?
Invoices and other documents are analysed and data automatically read from the scanned image. Document Capture uses predefined document templates in order to place the data in the correct fields in Microsoft Dynamics NAV. You can create new templates at any time or change the existing templates easily by simply highlighting the text on the scanned image and by linking it with the right field.
Regain transparency and control!
With Document Capture, you get a real-time overview of all invoices which are ready for approval. You can see the name of the employee who has to confirm the process. We provide a number of functions with enable you to accelerate the approval process. You can easily approve the invoices in the NAV client or via the Document Capture web portal.
Comparison with orders
Document Capture offers excellent performance features to compare the supplier invoices with your purchase orders. For example, you can differentiate individual purchasing lines, process partial deliveries across several purchase order numbers and so on. A purchase invoice can be paid automatically if the deviating amount is within a predefined threshold value.
Drag and Drop
In Document Capture, you can drag and drop any file or e-mail to any data record in Dynamics NAV. For example, you can attach the original quote of the supplier, e-mail correspondence on special terms, etc. when approving invoices. You can also use the drag and drop function on the vendor or customer card to archive important correspondence. If the function for processes is used, important correspondence and all files can be attached to this process. This feature is available both in the Role-Tailored Client (RTC) as well as in the Classic Client.
Any documents – at any place and any time!
By using drag and drop, you can attach background information, for example files, to the purchase invoice from the Dynamics NAV client or the web portal. The responsible employee always has access to the original invoice received from the supplier and at the same time any background information attached to the invoice.
Administration of all business documents
With Document Capture, you can do a lot more than just process purchase invoices. For example, if you receive sales orders from many customers by e-mail in PDF format, you can register them in the same way as purchase invoices. And what about other documents which are important for your business stored in physical archives, such as sales agreements, order confirmations, contracts, certificates and letters? By using highly configurable templates, you can define new types of documents and fields relevant to your business.
Full text search
All PDF files recorded via Document Capture are fully indexed in Dynamics NAV. This means, you can perform full text search regarding any data of a document without being limited to those data which are entered and used in Dynamics NAV fields. For example, you can search for any reference number, item or serial number in the document.
Fast installation by our NAV partner
Document Capture is certified by Microsoft and can be easily implemented by any Microsoft Dynamics NAV partner. The training required for our solution as well as our individual support is limited. As our experience with over 800 customers has shown, installation and start-up take less than a week!