The DSM system gives you an overview of your business. This means that you can get a quick overview of, for example, your customers':

• Invoices
• Balance
• Outstanding service orders
• Data can be presented graphically
• Charts and fact boxes are interactive, which means that with few keystrokes you can see where the numbers originate from
  
  • All lists in the system can be displayed as bar charts
• Service Invoices
  • You can find appendixes based on search of a part number

Automate every step of daily document handling - from receiving and registering a document, to approval, posting and ultimately retrieving previously processed documents from the digital archive

Automated data

Continia Document Capture scans, extracts OCR-data, registers, posts, and archives all types of documents with full-text search capability.

PDF files are automatically downloaded and processed using OCR technology - with no user involvement at all. Paper documents are scanned using a desktop or network scanner and follow the same flow as PDF files.

All relevant information on documents is automatically transferred to the corresponding fields in Microsoft Dynamics Business Central.

Invoices in XML-format already contain all the necessary information and do not require OCR processing.

Invoice management

Continia Document Capture manages purchase invoices with a wide range of new features such as automated vendor detection, documents overview, inward registration and much more.

Using 3-way matching, invoices can be matched automatically to existing purchase orders or receipts, as well as approved and posted if amounts are within predefined thresholds.

Approval workflows

Approving invoices can be done either directly in Microsoft Dynamics Business Central or online using a web browser - enabling everyone in the organization to access the approval workflow. Approvers can see the original invoice on the screen and either accept, reject, place it on hold, or forward it to another person for review or approval. Comments and attachments can easily be added too. 

Access documents from anywhere

The digital archive in Continia Document Capture contains all PDF files and scanned documents, which can easily be accessed from relevant places in Microsoft Dynamics Business Central. 

The digital archive is fully indexed which mean you can search for any text on documents, even if the information has not been transferred to a field in Microsoft Dynamics Business Central.

The earnings summary gives sellers and management a clear overview of sales statistics. It helps to give a quick snapshot of how sales have gone in the week / month / quarter / year.

Sales orders can be sorted into:

• Released
• Awaiting prepayment
• Awaiting approval
• Open

In addition, you can also sort by which time period you want to see the sales order status. You can choose to see how many orders are valid or the value of all orders. You also have the option to choose which chart format you want to display the overview in.

With the reporting tool JetReports you can quickly and easily create reports in Excel.

JetReports integrates Excel with DSM Microsoft Dynamics NAV and uses data from the DSM system to generate graphs and pivot tables.

JetReports is easy to use and the results are accurate and manageable reports in a professional design which can be set up in any format. In this way you get a quick overview of your data.  

ADVANTAGES: 

• JetReports provides you with a good basis for decisions on your business' use of resources. It gives you the possibility to analyse data from parts in the database that you cannot see from the ERP system. This means that management and other decision makers may generate management reports and analysis lists in Excel at any time. 
• JetReports is controlled from Excel. A well known programme for most people. When JetReports is activated you may choose the data from the DSM system which the report will be based upon. Now you can drag the numbers into Excel and design your report in just a few clicks.
• The programme also gives you the possibility to examine details by means of a so-called "drill-down" function. This gives you the possibility to look up data directly in DSM via Excel and thus go into details with the single data in the report. 

Expense Management from Continia provides a clear overview and easy management of all types of travel expenses in Microsoft Dynamics Business Central

Submitting receipts on the go

With Continia Expense Management, employees can now submit their travel reports with paper receipts while on the move.
Business travelers can handle expense reporting on the go with a dedicated Expense Management app. They take a picture, fill in the mandatory fields and send it directly to the bookkeeper. Mileage is reported in the same way.
Configuration of the app is done in Microsoft Dynamics Business Central, and as soon as the business travelers have submitted an expense report, all the digital receipts can be viewed in Business Central.

Automatic credit card reconciliation

With Continia Expense Management, you can retrieve the employee's expenses on the credit card directly into Microsoft Dynamics Business Central and automatically link the individual expense with a registered receipt.
As soon as transactions and expense reporting are reconciled, the system will have a full overview of the transactions that lack documentation.

Get direct access from Microsoft Dynamics Business Central

Continia Expense Management collects the business traveler's activities every day and sends them to Business Central. These activities are recorded as records and travel expenses are processed in Business Central.

Approval

Expenses can either be approved directly in Microsoft Dynamics Business Central or online via a web browser. Approvers can see the expense on screen and either accept, reject, put it on hold, or forward it to someone else for review or approval. Adding comments or attachments is a simple matter.

Automatic document sending with a few clicks

Save time and avoid errors with Continia's Document Output, which is a time-saving solution for users of Microsoft Dynamics 365 Business Central. It shortens your complicated manual processes and helps you create and manage all your outgoing documents. At the same time, you get an overview of all sent and started documents.

Print/send all your documents at once

Your customers have different preferences – some would like to receive their documents electronically, while others would like to have them printed out and sent by post. With Document Output, you can say goodbye to interrupted workflows by sending all your documents out or for printing in clusters at once.

Handle electronic formats
You will lose customers if you cannot meet their desire for e-invoicing. With Document Output you can handle XML formats just as you handle your PDFs. In this way, you help your business on its way to more opportunities and to become your customers' preferred business partner.

Merge your PDFs
It can be frustrating to go through e-mails with many attached documents – your customers can quickly lose track of their transactions with your company. Combine all your invoices or other document types into one pdf file to give your customers an easy overview. This applies to all document types that Document Output supports.

30+ ready-to-use templates
When you have to create and write e-mails yourself, it can quickly become complicated and take a really long time. With Document Output, you have access to over 30 ready-to-use templates, so you can increase your flexibility and quickly send out professional emails.

Protect your pdf files
Unscrupulous people can steal your money by changing payment and account information in your PDF files. Document Output prevents unauthorized people from tampering with your pdf documents. You can sign, insert a watermark or protect your files with a password to achieve high security and validity.

Simplify your payment process & avoid errors  

With the online payment solution from Continia - OPplus, you save time, avoid manual work and increase productivity in your company by processing your incoming and outgoing bank payments efficiently. You can easily keep track of your liquidity with an overview of all your open and closed entries in each General Ledger, customer, or vendor account.

Import & export payments 

Save time and avoid errors by importing your bank statements and payment advice directly into your Business Central. Reconcile open postings automatically and have recurring postings automatically assigned by account rules. Generate payment proposals and payments in one step, regardless of file format and payment type.

G/L open entries 

Clear your accounts easily by building your open entries and posting them on your General Ledger accounts in open item mode. This feature simplifies bank account reconciliation, such as transitory entries or accrued income and prepaid expenses. As with debtors and creditors, you can print retroactive open entries reports.

Extended lists & reports 

Meet your auditing requirements effortlessly. Provide your auditor with a complete list of the open item clearing history and close date-related open item lists according to their requirements. You can also get an overview of your customer's transaction history to determine payment morale.

Trial Balance & VAT 

Create a VAT advance return file for a tax group at the click of a button. Checking the tax items beforehand is also clear and simple. Numerous helpful adjustments in the account schemes also solve issues such as the correct tipping account display.

Extended fixed assets 

Standard asset accounting becomes more efficient as you can round your book values by automatically adjusting depreciation amounts. You can also save time by posting quantities on your assets and partially retire them.

Be sure your customers pay on time
Help your customers pay invoices on time with Collection Management from Continia. This way you can be sure of receiving your money on time. Collection Management ensures quick and easy collection, while at the same time you can keep track of all the collection agreements. Each customer's preferred collection method is recorded and added automatically every time an order, invoice or credit memo is created within Business Central.

Tight integration
Collection Management is closely integrated with other collection providers. The tight integration ensures that your collection process runs smoothly – from generating Direct Debit payment proposals to receiving instant status updates.

Get the overview
Keep track of your liquidity - get an overview of all your agreements and payment statuses directly from Business Central. As soon as your invoice is sent, your bank handles the collection process itself, while you are kept updated on the payment status.

Scalable
Scalable solution that suits your needs, regardless of whether you work within or deal with B2B or B2C. If you use one or more collection methods, the workflow is the same when you need to find the payments.

One billing provider
You don't have to worry about format changes in the different billing services; we have it under control for you. With Collection Management, you get one provider to handle everything regarding your debtors.

Continia Payment Management ensures high quality and security throughout the entire payment process

Payment flow
You can send payments directly from Microsoft Dynamics Business Central to your bank's online system via Continia Payment Management. The payments are approved and sent to the bank at once, and you receive a receipt for the payment immediately.

High security level
The direct communication in Continia Payment Management means that you can download exchange rates, save deposit files and bank statements as well as load bank account reconciliation files directly into Dynamics Business Central.

Unique validation
A high level of quality in the payment process makes it absolutely safe for you to send your payments to the bank.
An automated validation process includes checking whether a payment or a payment type is within the relevant rules.
You can handle payments to several suppliers in different currencies and from several bank accounts with only one entry point - the disbursement journal.