Continia releases 2021 upgrades
- Continia releases new major versions
- Continia Document Capture
- Continia Expense Management
- Continia Document Output
- Continia Payment Management
- Continia Collection Management
Continia provides a range of applications that optimize the workflow of your financial business processes, from document management to payment management. Continia's solutions are all fully integrated into Business Central.
Continia has just released new versions of all their applications, all of which include a number of improvements to existing functionality. In connection with the release of the new main versions, Continia is also introducing a number of completely new functions, which open up a large number of completely new possibilities for the users of the solutions.
Much of the new functionality is based on feedback from both partners and end customers.
With this application release, Continia releases the 2021 R2-version of their solutions for Business Central on-premise, but not for Business Central online. New versions of Business Central online will be released during October 2021.
Below you can read more about the new versions of Continia's popular solutions that provide Business Central integrated functionality for everything from document management to payment management.
With Document Capture, employees in the company's financial accounting can automate and streamline the way they handle received documents. That is, the administration from receipt and registration of an external document, to matching purchase orders, approval, bookkeeping and retrieval of documents that have previously been processed.
Support for the ZUGFeRD XML format in Germany
The ZUGFeRD XML format is now supported in all German-speaking countries.
Brand new document categories now available and ready to use
Brand new document categories have been added to Document Capture with attachments for purchase receipts, employees, suppliers and customers.
When all your relevant documents are gathered and easily accessible in one place, you save time by not having to look for them. With the new document categories, Document Capture users can OCR process documents and attach them to a workflow that is relevant to them. The new categories are easily added from the configuration file.
Adaptation and improvement of role center - improvement of the assignment function
The 'Assigned to me' button will be available in the new version of Documnet Capture as a separate page, and can therefore be used in role centers for those of the users who only need to have this specific page added to their role center. This means that on the 'Assigned to me' page, access to relevant and related information, such as the Vendor Card or open documents, is now much more easily accessible.
Options for allocation improved
With the new version of Document Capture, multiple commenters can now be configured so you can automatically assign documents in additional scenarios. You can both set comments specifically for each template or set them globally. With the upgrade, it will now also be possible to assign documents to groups and sharing users is now also possible. In addition, a number of actions (shortcuts) are added on the 'Assign to me' page, providing easy access to relevant information.
Improve security and protect yourself from fraud
To be at the forefront of the risk of deception and prevent fraud, the new version of Document Capture adds more checks for any registered bank account number and VAT number. In cases where the VAT or bank account number differs from the values on the credit card, a message will appear in a message in the comments field, blocking any unintentional registration.
With Continia Expense Management, you have the ability to easily and quickly register business-related activities and expenses directly in Business Central.
More and better integration with Document Capture
With this version of Expense Management, your accountants can administrate and manage expenses using Document Capture. It can be done either using an already created vendor or by manually creating a vendor for the specific related invoice. As the attachment goes through the usual approval review in Document Capture, make sure that the invoice is paid correctly.
New version supports Per Diem with several destinations in different countries
In the new version of Expense Management, expense-users can now create a Per Diem trip including via points in different countries and with multiple rates on the same day. This is done by enabling multiple destinations in the Expense Management setup. After activation, the country with the highest rate that the individual employee travels through will count the travel day in question.
Edit your approved documents in Business Central
This new feature shows that Continia listens to its customers and users. The ability to edit documents that have already been approved has largely been a sought-after feature among existing customers. With the updated version of Expense Management, anything other than the amount can be changed, and each edited expense is marked with the specific username and associated edit.
Pre-approve settlements in Expense Management
This new feature is especially useful for larger companies. The function makes it possible for expense-users to book, for example, hotels, tours, etc., knowing that the final bookings have been approved. If a settlement is created in the Continia Expense Portal via the Continia Expense App, it is now possible to send the settlement to the approver marked for pre-approval.
With Continia Document Output you get an overview of sending all your printed, e-mailed and electronic documents.
Setting up sender profiles individually
In addition to just being able to send emails with attached pdf and XML files, with the new version of Continia Document Output, it will now also be possible to send Peppol XML via the Continia Delivery Network. This means that users have more options to distribute their documents in the profiles that can be set up in the solution.
See custom senders when opening emails
With a simple and streamlined setup of the e-mail template card, in the new version of Continia Document Output it is possible to see who the sender of an e-mail is, all you have to do is open it. The 'From e-mail' field is added to any e-mail sent from the Continia Document Output. This way, your customers can see the email address of the person listed as the sender on the email template card.
Flexibility in merging of fields
Customize the fields needed on the 'Merge Fields' page and merge the specific information for emails, such as logos on email templates.
New Continia Document Output HTML Editor
In the upgraded version of Continia Document Output, it is possible to make changes to the HTML template directly in the HTML code. You can also add colors in the color systems HEXA, RGBA and CMYK, so you can hit the exact brand color for your business. Tables are inserted directly into the email body text.
New setup guide
You have the option of either running a full setup, where all the basic document output settings are configured automatically, or you can customize the setup through a series of configuration steps to configure the basic functions.
Easy and flexible setup of email templates and signatures
The new version of Document Output allows you as a customer and user to save email elements and paste them into other templates. In addition, the new version allows you to place links to your social media accounts.
Continia Payment Management is a complete payment solution from which you can handle all aspects related to payments between your bank and Business Central.
Now supports direct communication to even more banks
The new version of Payment Management now supports direct communication through Bizcuit Direct Communication in the largest banks in the Netherlands.
These banks include:
- ABN Amro
- ASN Bank
- Triodos Bank
Direct communication is also supported in DNB Bank (Norway, Sweden and Denmark).
Continia Docs with updated banking information
The new version of Continia Payment Management supports direct and/or manual bank communication with your bank, depending on the type of bank communication supported.
Pay expenses related to your employees with Payment Management
As the payment information is validated before it is sent to the bank, you now have the opportunity to achieve an easy and smooth payment process by paying your employee expenses directly from the payment journal via Payment Management. The payments are processed by Payment Management and therefore they are posted with a unique payment ID that is used to reconcile the bank account.
Manual summary of payments in the payout journal
With this new feature in Payment Management, it is possible to manually collect payments after creating the payment lines in the payout journal.
Continia Collection Management provides market-leading and efficient direct debit services that have built directly into Business Central.
Even more options for logging events
With the new version of Collection Management, all the changes made in the setup, charges or elsewhere in the solution are logged. The advantage of this is that it enables a better and faster support function and provides a much better overview.