Continia Document Capture Training

Duration
1/2 Day (10:00 - 13:00 GTM)
Cost
FREE
Location
Virtual Classroom
Dates
See course booking form below
Course Overview

Build a strong understanding of Continia Document Capture* and see how it makes invoicing easier in Dynamics 365 Business Central.

In this session, you will learn how documents are brought into the system, how templates help read the information, and how to check invoices before posting. You will also learn how the system matches details to keep everything correct, and how approvals work in both Business Central and the web portal. By the end, you will feel confident managing the document capture process from start to finish.

To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk

*Attendees will need access to their own UAT or sandbox environment to join the session. You will follow along with the demonstrations and complete practical exercises in your own system. You are responsible for any changes made in your environment during the session.
Please bring examples of single line and multi-line invoices in PDF format, so you can practise submitting and processing invoices during the session.

Agenda

10:00 Welcome & Introduction

10:15 Intro to Document Capture

  • Importing Documents
  • Template Configuration
  • Simple Cost Invoice
  • Line Translations

12:30 Matching & Translations

  • Matching Invoices
  • Multiple VAT
  • Line Translations 

12:30 Approvals

  • Continia User Setup
  • Approval Flows
  • Approval Users
  • Web Approval Portal

13:00 Summary & Questions

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CONTINIA

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Virtual Classroom

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12 Mar 2026 - 12 Mar 2026