ISV CONNECT
EPISODE 3

CONTINIA EXPENSES & DOCUMENT CAPTURE

FAQs – Cortinia Expense Management

CAN YOU ENTER EXPENSES ON DESKTOP INSTEAD OF MOBILE APP?

Expenses can be entered both in the mobile app and on the Expense desktop portal.

CAN YOU ONLY APPROVE EXPENSES ON BUSINESS CENTRAL? CAN YOU APPROVE THEM ON THE APP?

Documents can be approved in Business Central and in the Web approval portal via a browser on computer or via mobile.

HOW DOES MILEAGE SECTION CAPTURE THE LOCATION?

Google Maps calculates routes for mileages from start and end addresses.

CAN YOU IMPORT CREDIT CARD STATEMENTS AND THEN GENERATE EXPENSES FROM THE IMPORTED STATEMENT?

Credit card transactions can be imported daily and expenses will be created and sent to the employee.

HOW DO YOU PAY AN EMPLOYEE THE EXPENSE?

Reimbursements of expenses to employees are generated through the standard payment suggestion on vendors, as all employees must have a vendor card connected to their user in Expense Management.

HOW DOES THE FINANCE TEAM GET THE REPORT?

When a user has submitted an expense, it will be visible for the finance team. The idea with Expense Management is for employees to handle expenses when they have a purchase or mileage and submit accordingly the same day.

WHERE ARE THE RECEIPTS STORED?

Receipts can be stored locally if an on-premises version, on database or Azure Blob storage if in the cloud with Business Central.

WHAT IS THE PRICING FOR CONTINIA EXPENSES?

Pricing will be dependent on the level of usage and users. Get in touch with your Business Central Account Manager to find out more on pricing or check out it out by clicking here.

FAQs – Cortinia Document Capture

WHAT DOCUMENT FORMATS DOES THE SYSTEM ACCEPT?

The supported formats for Document Capture are PDF and XML files. Word or Excel files need to be converted to a PDF file for the OCR to process it.

WHAT IF THE DOCUMENT IS NOT IN ENGLISH?

This is not a problem. Document Capture processes invoices in almost every language.

HOW MANY TIMES DO YOU NEED TO MAP FIELDS BEFORE THE OCR LEARNS THE INVOICE TEMPLATE?

Once. After this, Document Capture knows what text to search for.

WILL THERE BE CONFLICTING DATA SETS IF USERS MAP IT IN DIFFERENT WAYS?

Not in most cases. It searches for the text instead of working based on coordinates on the invoice.

CAN IT ASSIGN DIMENSIONS TO LINE ITEMS?

Yes, you can translate invoices to your dimensions (eg. Cost Centers), either per invoice or per line item.

IS THE SYSTEM INTELLIGENT IN TERMS OF CURRENCY E.G. IF IN AUD $ BUT ONLY $ IS ON THE INVOICE?

Yes, it will be based on the information from the vendor card. If it is an AUD vendor, it will search for AUD dollars.

CAN YOU MATCH ON VALUE FOR MORE SERVICE-BASED INDUSTRIES?

Yes, you can match on multiple variables, including item number, quantity and unit cost.

CAN YOU MATCH AGAINST A PURCHASE ORDER IF THE PURCHASE ORDER NUMBER ISN'T ON THE INVOICE?

Yes, you can enter the PO number manually when handling the invoice and automatic matching will begin again.

CAN THE APPROVAL AUTO-ESCULATE?

We can set up automatic escalation in the form of sending an email. The first email will be sent after two days, then another two days later etc.

DO YOU NEED AN EMAIL TO BE SET UP FOR INVOICES TO BE SENT TO I.E. INVOICES@COMPANY.COM?

We recommend this because if you use a generic email address, other emails (marketing, statements, etc.) will also come into the Document Journal.

CAN YOU REJECT INVOICES BACK TO SUPPLIERS E.G. IF THEY'VE NOT QUOTED A PO?

Yes. Once rejected, you can add it to an email (which you have to compose) and send it back to the supplier.

WHAT IS THE PRICING FOR CONTINIA DOC CAPTURE?

Get in touch with your Business Central Account Manager to find out more on pricing.

MICROSOFT D365 BUSINESS CENTRAL

Find out more about how Microsoft Dynamics 365 Business Central can help drive your business growth.