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Document management is made easy with Microsoft Dynamics 365 Business Central. No need for duplicate documents across multiple platforms, instead store and manage all of your important files in one place, which is accessible by everyone who needs them.
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No more wasted time searching for the document that was supposed to be attached to an account, or the invoice you could have sworn you saved in that folder. With Microsoft Dynamics 365 Business Central, document management has never been simpler. Easily store and locate important documents all in one place. With a powerful search function, you can locate them again at the click of a button. Here are just some of the Document Management capabilities:
Easily store and locate documents by attaching them into almost any page, including orders or invoices, posted documents, static records or ledger entries. When you want to save a copy of documents for future use you can archive them e.g. sales and purchase orders, quotes. Archive documents several times, saving different versions each time.
With Business Central’s Incoming Documents feature, you can review expense receipts, manage OCR tasks, convert incoming document files for storage and add files to the relevant documents or journal lines. Attach external files at any stage, including to posted documents and resulting Vendor, Customer and your general ledger entries.
You need the documents you send to customers to reflect your business needs, especially transactional ones such as invoices. Business Central includes built-in layouts designed for specific outputs and use Word to easily modify them, as well as configure email templates to use when distributing. Even include payment links for faster payments.
When you receive high volumes of documents, you can reduce the view with the ‘Process’ feature. When you choose the Show All action, you can view both processed and unprocessed records. Easily share info and documents as PDFs (e.g. sales and purchase orders and invoices) via email from Business Central, without even having to open Outlook.
Document Capture is an end-to-end solution to import, register, approve and archive complete purchase invoices and credit memos directly into Business Central. Other document types can be handled in the same easy manner. Saving you both the time and hassle of having to register incoming documents manually.
Continia Document Capture > Watch Product Demo >
Continia Document Capture is the best and most comprehensive solution for scanning of invoices and other documents directly to Dynamics 365 Business Central. You can automate many day-to-day tasks, such as the steps needed for invoicing that your team usually carry out manually and regularly. From receiving and registering an invoice, to approval and posting and the intelligent archive means you can easily store and retrieve previously processed documents for quick retrieval.
Every business wants to minimise manual data entry and typing when handling incoming documents. Continia Document Capture makes it fast and efficient for you to register them. Easily scan documents in, in seconds. Built-in OCR technology automatically transfers info from the document to the correct fields in Business Central.
Even if you need to import complex documents, or have a high volume of documents from multiple different vendors, such as a purchase invoice, a sales order, a contract, an item certificate, a shipping note, a customer statement, etc., you can enjoy an automated workflow for handling them to save your teams valuable time.
When working with purchase and return orders, you can save time by matching documents automatically. The order match functionality in Document Capture matches incoming business documents with other related documents and they’re all compared to ensure consistency. Plus, benefit from full-text search capability for easy retrieval.
For documents that require approval workflows, easily implement them before any vendors are paid, via Business Central directly, or using the Continia Web Approval Portal. So everyone can access the approval workflow at any time. Plus, a stored digital archive means that you always have the right information you need, when you need it.
Microsoft Dynamics 365 Business Central, the all-in-one solution that helps you connect processes, make smarter decisions faster and grow your organisation. Download the Microsoft Dynamics 365 Business Central brochure to find out more about Business Central’s capabilities; how it can help unify your processes and manage your financials, sales, service and operations in one cloud-based system.
Enterprise grade solutions, adapted to meet the needs of small and medium-sized businesses. With Microsoft Dynamics 365 Business Central, there’s no need for duplicated data on many systems – instead it’s one solution that cover all areas of the business, including finance, CRM, supply chain management, project management, HR and marketing and sales.
Easy access to the general ledger, workflows and audit trails, bank management, budgets, deferrals, bank reconciliation, dimensions, fixed assets and currencies. It’s all there, and with powerful insights into your data.
Finance Management >
You capture a huge amount of data, from sales and purchases to expenses and budgets. Harnessing this data can prove a powerful tool. With Business Central, you can easily gather, analyse and share your company data.
Reporting & Analytics >
Marketing and Sales teams working from the same playbook. Strengthen sales, close and accelerate your quote-to-cash process. Set up and track your campaigns in just a few clicks, or log and monitor your sales leads at every step.
Sales & Marketing >
No more wasted time spent locating products. Easily trace items as they move across internal warehouses, or outbound and inbound transactions and for general quality assurance, warranties, product recalls and expirations.
Warehouse Management >
Our organisation consists of three businesses; HBP Systems Ltd. Kamarin Computers Ltd and Jugo Systems. HBP are based in Lincolnshire, Kamarin in Cambridgeshire and Jugo in Hampshire. Between us we cover the vast majority of the UK and work under The HBP Group name to provide a seamless service between our northern and southern offices.
We’ve worked with thousands of businesses, helping them to upgrade accounts software products. With a 99% customer satisfaction rate and 97% customer retention rate, see what our customers have to say about how we help them to implement new systems and accurately migrate their data, and train and support their teams through the process.
From our perspective, it’s clear the knowledge and structure are there – they bring in all the various skill sets that are required to implement a system like Business Central properly.
We were really confident with them as a partner and knew that HBP had our best interests at heart. The level of data we’ve now got on our financial information within the business is far greater and far better than we’ve ever had before.
The new system that we’ve got from HBP is really going to accelerate our growth. It’s revolutionised the way that we work. To be able to drive the business forward is fantastic, so I would recommend HBP to anyone.
The HBP Group can offer you two seamless implementation methods for Microsoft Dynamics 365 Business Central based on your business needs and desires: Dynamics SmartStart™ for rapid self-managed deployment, or Dynamics SmartScope™ for a complete managed service by an expert.
Choose Your Implementation >
If you’d like to know more about each area of Microsoft Dynamics 365 Business Central then we’ve broken down the software into key areas so you can delve a little deeper. It’s important to remember that Business Central works together as one solution, combining the data and information from your finance, operations and sales teams to provide accurate and real-time reports on your organisation’s activities.
As a Managing Director, you have the responsibility of the entire business on your shoulders so you need a finance and ERP system that covers every part of your organisation. With data from every area of your business in one location, you’ll be able to analyse data better than ever before and make decisions that truly impact your future success.
Managing Directors >
Microsoft Dynamics 365 Business Central is an extremely powerful and feature rich finance system. Producing accurate, on-time reports as well as managing budgets, cash flow and your team efficiently are key parts of a Finance Director’s role and having the right finance software in place can be a critical part of achieving these tasks successfully.
Finance Directors >
As the person responsible for your organisation’s IT, you’ll no doubt want to be certain that any new software which can be accessed by your end users is going to be secure and can work in tandem with your existing IT infrastructure. Microsoft Dynamics 365 Business Central ticks both boxes with a wealth of security features as well as integration
IT Directors >
Our 15-minute virtual Business Central demo gives you the high-level look you need to see the powerful functionality of the system and whether it’s the right fit for your business. No need to wait weeks to get a detailed demo booked in, you’ll come away having either ruled out Dynamics or ready to move on to a detailed discovery session and personalised demonstration, with a Microsoft expert.
