Business Central Document Management

Streamline & Automate Your Document Management with Business Central

Managing documents manually or across disconnected systems wastes time, increases errors and creates inefficiencies. Microsoft Dynamics 365 Business Central revolutionises document management by centralising storage, automating workflows and ensuring secure access—all in one unified platform.

Request an ERP Assessment

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Centralised Document Storage

Keep all your documents—like invoices, contracts and purchase orders—in one easily accessible location.

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Automated Workflows

Streamline approvals and notifications, reducing bottlenecks and speeding up document-heavy processes.

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Enhanced Compliance

Protect sensitive files with secure access controls and maintain a full audit trail for regulatory compliance.

Centralised Document Storage & Retrieval

Eliminate wasted time searching for files by storing all documents in a single system. Use powerful search features to locate invoices, orders, or contracts instantly, and attach documents directly to relevant records for seamless access.

Automation for Efficiency

Reduce manual processing with automated workflows for approvals, notifications and document routing. Speed up tasks like invoicing and purchase orders, allowing your team to focus on strategic activities instead of repetitive admin work.

Customisable Document Templates

Personalise transactional documents such as invoices and quotes to reflect your brand. Use Word templates for quick edits and integrate payment links for faster customer transactions.

Get Started With The HBP Group’s ERP Services & Support

Get Started

Request Your 360° ERP Assessment

We’ll evaluate your current processes and uncover inefficiencies through our comprehensive assessment process, identifying the right ERP solution for you.

Implementation and Training

Our team will guide you through our Stabilise, Adopt, Enable process, ensuring your ERP system is implemented with precision and your team is fully trained.

Optimise Your ERP and Grow

With ongoing ERP support and annual training, we’ll continue to help your business optimise its ERP system, ensuring it scales with you and delivers ongoing value.

“We’ve seen significant time savings thanks to the streamlined processes. The IT solutions allow us to do more with less, which is critical in our fast-growing environment."

Willem

Operations Director, Environmental Consultancy

“Our IT system and software solutions also enable us to make quick, informed decisions based on up-to-date information. This ultimately allows us to the time and headspace to grow the organisation."

Jason

Group CFO, Acquisition Group

“The time and cost savings have been transformative. We’ve not only saved thousands in administrative costs but also unlocked new business opportunities that will be worth millions to our company."

Stef

General Manager, Security Consultants

"As well as being friendly, helpful and courteous, they work quickly, and speed is important to us. We have to have our systems up and running all the time."

Andrew

Managing Partner, Chartered Accountants

"Moving to the cloud has been great. It’s a much more efficient, modern way of working. More flexibility, the ability to work remotely."

Ashley

CEO, Charity

“The new system we got in from HBP, I think will really accelerate our growth. It's revolutionised the way we work."

Dave

Managing Director, Recruitment Bureau

“Our IT improvements have been instrumental in bringing us into the modern era. They’ve helped us get the most out of our technology and enabled us to focus on growing the business.”

Judi

Finance & IT Director, Supplement Company