Dynamics 365 Business Central with Continia Document Capture and Expense Management

D365 BC, or Business Central with Continia Document Capture and Expense Management is a strong solution that supports continuous, organised, and efficient daily operations.

Let’s find out how.

A growing organisation handles many documents every single day. Invoices come from suppliers, receipts come from employees, statements come from partners, and many internal papers travel from one desk to another.

These documents hold critical information that affects payments, expenses, budgets, operations, and reporting. When these documents stay scattered across emails, folders, spreadsheets, and shared drives, confusion enters the entire workflow.

Therefore, many organisations search for a single system that can handle documents with structure, accuracy, and confidence. And this is where exactly Business Central with Continia Document Capture and Expense Management comes into the picture.

This blog explains how these three components work together, how they strengthen financial processes, and how they create healthy transparency for finance teams and business leaders.

What is Dynamics 365 Business Central?

Dynamics 365 Business Central, often called D365 BC, acts as a central system that handles finance, suppliers, customers, sales, purchasing, inventory, projects, resources, and reporting.

It brings balanced structure to daily operations, which helps teams work with confidence. Many UK organisations choose D365 BC due to its interconnection & interoperability with Microsoft 365, friendly interface, AI capabilities, smart search function, cloud availability, and healthy integration with tools such as Power BI, Power Automate, and Outlook.

When Dynamics 365 Business Central stands alone, it already offers strong financial management. However, many organisations deal with large volumes of documents and paper-based tasks. For this reason, they search for stronger automation that reduces manual typing, manual filing, and manual validation. This is when Continia solutions for Business Central bring powerful value.

What is Continia, and Why Does it Matter?

Continia creates add-on solutions built specifically for Microsoft Dynamics 365 Business Central. These solutions help organisations capture documents, extract key information, automate approval workflows, manage employee expenses, and improve overall efficiency. The two solutions used widely across the UK market are:

• Continia Document Capture
• Continia Expense Management

Both solutions work directly inside Dynamics 365 Business Central, which means teams avoid switching between many screens, many applications, and many separate systems. Everything stays connected inside the same environment, which creates a smooth user experience.

Continia Document Capture Explained

Continia Document Capture helps organisations process incoming documents automatically. These documents include invoices, credit notes, purchase documents, and many other financial papers.

The solution reads PDF files through powerful optical character recognition technology and extracts all relevant information without manual typing.

For better understanding, let’s take an example of a supplier email with an attached invoice. The finance team usually downloads the PDF, opens it, reads every field, enters every detail into Microsoft Business Central, stores the file somewhere, and then sets an approval route.

Now, this entire work takes many minutes for every invoice. Over a month, these minutes change into hours, and these hours change into a heavy workload for finance teams.

With Continia Document Capture, this entire process becomes smoother. The email goes to a dedicated mailbox. The system captures the PDF automatically, extracts the important details such as supplier name, invoice number, dates, lines, quantities, and prices, and then prepares the document inside Business Central.

The finance user checks the information quickly, confirms the lines, and sends the invoice on its approval route. This creates a healthy structure that saves time, strengthens accuracy, and reduces manual effort across the team.

Continia Document Capture also helps with strong purchase order matching. When invoices match with purchase orders and receipts, the system highlights the alignment clearly. This helps finance teams process supplier invoices with strong confidence and structured flow.

Continia Expense Management Explained

Employee expenses come from travel, client visits, business lunches, hotels, transport, and many other daily activities. Many organisations handle these through spreadsheets, scanned receipts, and email-based submissions. This approach brings confusion, delays, and manual errors.

Continia Expense Management brings structure to this entire cycle. Employees use a mobile app or a browser window to capture receipts, enter amounts, add descriptions, and choose categories. These entries move into Dynamics 365 Business Central with structured information.

Finance teams view them inside the system, assign them to proper accounts, and approve them through a steady workflow.

Let’s understand this with an example. Think of an employee pays for fuel during a client visit. The employee opens the mobile app, takes a photo of the receipt, and selects the expense category. The entry moves straight into Microsoft Business Central. Managers approve it inside the system. Finance teams handle reimbursement without long email chains or unclear submissions.

Why Organisations Combine Document Capture and Expense Management with D365 Business Central

Several UK businesses adopt both solutions together because they handle different but equally important parts of financial activity. Supplier invoices travel through Document Capture. Employee expenses travel through Expense Management. When both flow into Dynamics 365 Business Central with structured automation, financial transparency becomes stronger.

This combination brings benefits such as:

• Clear visibility of invoices and expenses
• Faster approvals across departments
• Stronger accuracy with extracted data
• Fewer manual tasks for finance teams
• Stronger compliance due to transparent documentation
• Smooth month-end processes
• Healthier budgeting and tracking
• More confidence for financial leaders

How Does Continia Document Capture Work Step-by-Step?

Check out the steps below to understand how Continia Document Capture functions inside Business Central.

Step 1: Document arrival

Invoices arrive through a dedicated mailbox or through manual upload.

Step 2: Automatic capture

Continia collects these files automatically and places them inside Business Central.

Step 3: Data extraction

The system reads the document, identifies important fields, and extracts essential information.

Step 4: User validation

A finance user checks the document for accuracy and prepares it for posting.

Step 5: Approval

The document follows a structured approval route inside Business Central.

Step 6: Posting

Once approved, the invoice posts directly to the ledger.

This step-by-step cycle reflects strong organisation, steady transparency, and healthy efficiency.

How Continia Expense Management Works Step-by-Step

Here’s how employee expenses travel through the system:

Step 1: Employee captures receipt

The employee takes a picture or uploads a receipt.

Step 2: Expense entry creation

The app extracts basic data and creates an entry.

Step 3: Manager reviews

The manager views the entry inside Business Central and approves it quickly.

Step 4: Finance processes reimbursement

The finance team reviews, posts, and reimburses the entry with structured clarity.

This smooth and accurate flow helps every employee submit expenses easily while keeping finance teams informed about spending patterns.

Stronger Insights with Business Central Reporting

When invoices and expenses stay scattered across many places, reporting becomes stressful. When all documents follow a structured route inside D365 BC, reporting becomes steady and clear.

Dynamics 365 Business Central provides healthy reporting through:

• Standard finance reports
• Budget reports
• Ledger reports
• Purchase and vendor reports
• Cash flow review
• Dimensional analysis
• Power BI dashboards

With Continia Document Capture and Continia Expense Management, these reports gain stronger accuracy because the underlying data carries less manual interference and fewer mistakes.

Approval Workflows that Bring Strong Control

Businesses in the UK face challenges with approvals. Some teams use email-based approvals. Others use manual signatures or spreadsheet-based tracking. This approach creates confusion and delays.

Both Continia Document Capture and Continia Expense Management introduce structured approval paths inside D365 BC. Managers, finance teams, department heads, and project leaders receive clear approval tasks. Each action stays traceable, which helps with compliance and internal auditing.

Why UK Businesses Choose Continia for Business Central?

Many reasons explain why organisations across the UK market choose Continia solutions for Business Central.

Ease of use

Every user works inside Business Central without shifting between many screens.

Clear visibility

Teams see every document, every receipt, and every approval step clearly.

Better accuracy

Document extraction reduces typing errors and improves the quality of data.

More control

Structured approvals and organised processes bring stronger control across the entire financial cycle.

Healthy growth support

As organisations expand, Continia handles increased volumes with steady performance.

Improved productivity

Finance teams save many hours previously spent on manual work.

Role of a Microsoft Implementation Partner

A smooth experience with Continia Document Capture and Continia Expense Management depends heavily on an experienced Dynamics 365 implementation partner.

A trusted partner guides the organisation through setup, configuration, testing, training, and support. The partner also helps tailor document templates, invoice layouts, approval structures, and expense categories to suit real daily operations.

Closing Thoughts

D365 BC with Continia Document Capture and Expense Management creates a powerful combination for organisations that handle many documents and many expenses. These solutions bring clarity, structure, accuracy, and healthy efficiency across finance operations. Every team gains better control over invoices, receipts, approvals, reimbursements, and reporting. Business Central acts as the foundation, and Continia strengthens the entire experience through stable automation.

This combination helps UK organisations run daily financial activity with confidence, continuous visibility, and practical automation. When the right partner guides the implementation, the entire journey becomes smooth, predictable, and valuable for every department.

Dynamics Square: UK’s Renowned Dynamics 365 Implementation Partner

Dynamics Square helps organisations across the UK through structured guidance, patient workshops, practical demonstrations, and proven implementation practices.

Our team helps finance departments understand every strength offered through Dynamics 365 Business Central, Continia Document Capture, and Continia Expense Management.

We follow a process-first approach that respects real daily activity, current challenges, and future goals. Our consultants bring experience across many industries, which helps every organisation build healthy structures for invoices, expenses, approvals, reporting, and financial controls.

With clear communication, transparent planning, and dedicated support, Dynamics Square helps organisations gain strong confidence in their Business Central journey, from the first workshop to the final handover.