Changelog for Document Capture Docs
This article lists all relevant changes to Docs for Continia Document Capture, covering both new and updated articles.
Note
To find the detailed changelogs for the Document Capture application itself, see Detailed Changelogs for Document Capture.
November 2024
Article | Description |
---|---|
Splitting and Merging Documents | Added a note regarding the functionality of the Merge from same Email feature. |
Purchase Contract Approvals | Added a video demonstrating how the purchase contract approvals process works. |
Detailed Changelog for the Continia Delivery Network | Updated the changelog. |
Detailed Changelog for Continia Document Capture 2024 R2 | Updated the changelog. |
Managing Template Fields | Moved the content related to adding and removing template fields from Capturing Header Fields in a Document to the new article Managing Template Fields. |
October 2024
Article | Description |
---|---|
Detailed Changelog for Continia Document Capture 2024 R2 | Added a changelog for Document Capture 2024 R2 (v25) and updated a number of articles with information related to this release:
|
Tracking emissions in Document Capture | Added an article about the integration between Document Capture and Continia Sustainability. |
Handling discounts | Added an article about the invoice discount feature, which allows you to make use of Business Central's discount field. |
Using allocation accounts | Added an article about the allocation accounts feature, which allows you to make use of Business Central's allocation accounts. |
Advance letters for the Czech Republic | Added an article about the advance letters feature, which adds support for prepayments in the Czech Republic. |
Calculating due dates with payment days | Added an article about the payments days feature, which adds support for payment days in Spain. |
New and Planned for Continia Document Capture | Updated the overview to communicate the postponement of the One email for all companies to notify about open approval entries feature. |
New and Planned for Continia Document Capture | Updated the overview to communicate the postponement of the Simpler eDocuments Onboarding, Support for the EHF format for eOrders in Norway, Support for the PINT Billing and PINT A-NZ Billing formats in APAC, Support for the SimplerInvoicing format in the Netherlands, and Resending eBilling documents features. |
Setting up Customers and Vendors for Continia eDocuments | Updated the names of certain settings, which were changed for consistency in the latest release. |
Detailed Changelog for the Continia Web Approval Portal | Updated the detailed changelog to reflect the release of versions 25.0.0 and 25.0.1 of the Continia Web Approval Portal. |
September 2024
Article | Description |
---|---|
Creating Purchase Contracts | Updated the article to reflect the fact that the Default Line Details setting is now known as Assigned Amount Lines. |
Capturing Line Fields in a Document (Line Recognition) | Added a note describing the correct way of changing the order in which columns are presented in the Lines section of a document. |
New and Planned for Continia Document Capture | Updated the overview to communicate the postponement of the One email for all companies to notify about open approval entries feature. |
New and Planned for Continia Document Capture | Updated the overview to communicate the postponement of the Document Matching Improvements Regarding Units of Measure feature. |
August 2024
Article | Description |
---|---|
New and Planned for Continia Document Capture | Updated the overview to communicate the postponement of the Identification of account numbers using artificial intelligence and Checking PDF signatures features. |
New and Planned for Continia Document Capture | Updated the overview to communicate the addition of the New master template fields for Continia Sustainability, Use Payment Days to calculate due dates in Spain, and AI-assisted processing of sales documents features to the October 2024 release. |
New and Planned for Continia Document Capture | Updated the overview to communicate that the Optimized export of users – part 2 feature is no longer needed. |
Unsupported Standard Features | Updated the article to indicate that the preview functionality isn't supported when matching against a purchase order. |
Detailed Changelog for Continia Document Capture 2024 R1 | Updated the article to reflect the release of Document Capture 2024 R1 Service Pack 1, hotfix 6. |
July 2024
Article | Description |
---|---|
Additional Guidelines for Using Continia Document Capture | Updated the Technical email requirements section with information regarding malware. |
Notifying Admins About Open Documents | Switched the order of the two last sections to reflect the order in which the process must be followed. |
Setting up General Business Functionality | Added an important note regarding number series. |
Enabling the Import of PDF Files with Embedded XML Files (ZUGFeRD, XRechnung) | Removed an unnecessary step under the To enable the import of embedded XML files section. |
Supported Electronic Document Formats | Updated to indicate that the German formats ZUGFeRD 2.1.1 and ZUGFeRD 2.0 are now supported by the Continia Delivery Network (CDN). |
Setting up Document Storage | Updated the To change document storage settings section to include a mention to the Storage Migration Status page. |
Capturing Header Fields in a Document and Capturing Line Fields in a Document (Line Recognition) | Added a tip on how to deal with PDFs that present odd values. |
Frequently Asked Questions | Added a mention to how the connection between Microsoft Dynamics 365 Business Central and Document Capture is secured. |
June 2024
May 2024
Article | Description |
---|---|
QR-Bill Management App Integration | Added an article on how Document Capture integrates with the QR-Bill Management app developed by Microsoft for the Swiss market. |
Creating Purchase Contracts | Updated the article with information about the End Date field on the Purchase Contract page. |
Support for Multi-Entity Management (MEM) by Binary Stream Software | Added an article describing how Document Capture supports and integrates with Multi-Entity Management (MEM) by Binary Stream Software, and how it behaves when entity dimension values are missing. |
April 2024
Article | Description |
---|---|
Continia eDocuments Flows | Restructured the article and created two new related articles about customer- and vendor-specific document flows: Also updated the main Continia eDocuments article to reflect this change. |
Managing Electronic Documents | Updated the article as well as all individual country-specific articles:
|
Detailed Changelog for Continia Document Capture 2024 R1 | Updated the changelog for Document Capture 2024 R1 (v24) and a number of other articles with information related to this release: |
Migrating Document Capture from Business Central On-Premises to Cloud | Updated the article with accurate and up-to-date information on how to prepare your on-premises environment for cloud migration. |
Document Control Log | Added an article about the Document Control Log functionality, including sections on how to initiate it, how to find more information about listed documents, and how to filter the list and reconcile failed documents. |
Setting up Fraud Checks | Added an article on how to set up fraud checks for bank account numbers, VAT numbers, or phone numbers in incoming documents. |
Continia Document Capture Trials and Subscriptions | Updated the article with a section describing how to activate a trial module free of charge for 30 days. Using Continia Solution Management was also updated with a similar section. |
March 2024
Article | Description |
---|---|
Continia eDocuments | Added a new series of articles about Continia eDocuments – Continia's new system for the exchange and management of electronic business documents (XML documents) – including the following articles: |
Automatic Creation of Digital Vouchers | Added an article about Document Capture's ability to automatically create digital vouchers for incoming purchase documents based on Document Capture files. |
Enhanced Line Recognition | Added an article about the significantly improved Document Capture line recognition feature. |
Approval Sharing | Added a section about how to avoid unnecessary approval requests concerning the same document for the same approver. |
Configuring Users for the Web Approval Portal | Updated the article to mention that the Export Users feature now only performs the user export if changes have been made to any of the tables that are relevant to the export of users. |
Purchase Contracts for the United States | Added an article about how the Purchase Contracts module now supports tax calculation in the United States. |
Continia Web Approval Portal | Updated the article with information about the improved functionality of the company overview menu and the blue ribbon. |
Secure Archive | Updated the article to reflect the fact that you can now use the Secure Archive when registering documents in journals. |
Setting up Data Maintenance | Added an article on how to configure data maintenance settings and settings for GDPR compliance. |
The Purchase Order Category | Added a section on how to update purchase orders based on delivery notes. |
Detailed Changelog for Continia Document Capture 2024 R1 | Added a changelog for Document Capture 2024 R1 (v24) and updated a number of other articles with information related to this release:
|
January 2024
December 2023
Article | Description |
---|---|
New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
The Document Capture Section of the Business Central Role Center | Added an article about the Document Capture section that extends a number of Business Central Role Centers, including detailed descriptions of the various cue groups it contains. |
November 2023
October 2023
Article | Description |
---|---|
Purchase Approval Entries | Added an article about the Purchase Approval Entries page and its various features. |
Continia Web Approval Portal | Added an article about the Continia Web Approval Portal, focusing on the approval and management of purchase documents. |
Supported On-Premises Versions of NAV and Business Central | Added a note to stress the fact that each new major version of Document Capture is only released for the last three major versions of Business Central and for Business Central April 2019 (BC v14). |
Overview of the Continia File Service | Added a note to emphasize that the Continia File Service only works with on-premises installations of Document Capture. Installing the Continia File Service was also updated with the same note. |
Finding the Document Source and Template | Updated the article with information about additional business identification fields other than VAT registration numbers. |
Secure Archive | Updated the article with a number of important corrections and additions. |
September 2023
Article | Description |
---|---|
Detailed Changelog for Continia Document Capture 2023 R2 | Added a changelog for Document Capture 2023 R2 (v12) and updated a number of other articles with information related to this release:
|
Secure Archive | Added an article about the Secure Archive, including information about the scope of the archive, its key features, the use of hash functions, and the log functionality. |
Setting up the Secure Archive | Added an article on how to set up the Secure Archive. |
Continia Hub | Added an article about the Continia Hub – Continia's central in-app assistance and information hub. |
Notifying Admins About Open Documents | Added an article on how to notify and remind admins that there are documents that need to be registered in Document Capture. |
August 2023
Article | Description |
---|---|
Customizing List Columns in the Document Journal | Added an article on how to customize the document list in the document journal with dynamic columns. |
Setting up New Template Fields | Updated the article to note that the template field card now supports the keywords TODAY and WORKDATE in formulas. The road map was also updated accordingly. |
Working with Paper and PDF Documents | Updated the article to reflect the fact that the document viewer is now available on the General Journals and General Ledger Entries pages. Registering Documents was also updated accordingly. |
Enabling Purchase Approval | Updated the article with information about the new Keep On Hold action, which was added to the Document Capture Setup. |
July 2023
Article | Description |
---|---|
Migrating Document Capture from Business Central On-Premises to Cloud | Added a section emphasizing the need to notify Continia once you've migrated Document Capture from an on-premises enironment to the cloud. |
June 2023
Article | Description |
---|---|
Accounts for Amounts | Added an article describing the Accounts for Amounts page (previously known as Posting Setup) and how to set this up and customize it. |
Capturing Line Fields in a Document (Line Recognition) | Added an article about how to capture line fields in incoming documents. |
Getting Started with Continia Document Capture | Added a section about which Business Central Role Centers have been extended with Document Capture functionality by default, and how to extend additional Role Centers with the same functionality. |
Identifying the Document Type and Other Basic Details | Added an article that details how Document Capture attempts to identify certain basic details for each incoming document, including currency, document type, due date, salesperson/purchaser, G/L account, and any potential other account types. |
New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
May 2023
April 2023
Article | Description |
---|---|
The Purchase Order Category | Added an article about the new Purchase Order category, including details on how to create and update purchase orders. |
Automatic Assignment of Item Charges | Added an article on how to have item charges automatically assigned to the lines of incoming documents according to predefined methods, including an in-depth description of the various methods. |
Creating User-Specific Lists of Approvers for Approval Forwarding | Added an article describing how to set up a list of available approvers for each user to choose between when forwarding documents for approval. |
Minimum Requirements for Using Continia Document Capture On-Premises | Updated the article with new firewall requirements for the Continia Delivery Network. |
Enabling Purchase Approval | Updated the article with information about amount limits for four-eyes approval and a clarification that four-eyes approval doesn't apply when document approval is initiated by an approval flow code. Four-Eyes Approval and Creating Approval Flows were updated accordingly as well. |
March 2023
Article | Description |
---|---|
Continia Notifications | Added an article about Continia notifications, including how to view or unsubscribe from them. |
Minimum Requirements for Using Continia Document Capture On-Premises | Under Firewall requirements, added the addresses that you must allow outgoing traffic to in order to use the Continia Notifications module. |
Detailed Changelog for Continia Document Capture 2023 R1 | Added a changelog for Document Capture 2023 R1 (v11) and updated a number of other articles with information related to this release:
|
Overview of the Continia File Service | Added a new section about the Continia File Service, including the following articles: |
Registering Documents | Updated the article with a new section on prepayment invoices and how to register them, including illustrative examples. As prepayments are now supported, the Unsupported Standard Features article has also been updated with this information. |
February 2023
Article | Description |
---|---|
Migrating Document Capture from Business Central On-Premises to Cloud | Restructured the article and expanded it extensively with important details about the migration process and client credentials. |
Purchaser Code Translation | Added an article on how to translate captured Our Contact values into purchaser codes for correct registration. |
Configuring Users for the Web Approval Portal | Updated the article with information about domain registration for Continia-hosted versions of the Continia Web Approval Portal (continiaonline.com). |
Creating Approval Flows | Updated the article with clarifying information about selection methods. |
New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
January 2023
December 2022
Article | Description |
---|---|
New and Planned for Continia Document Capture | Updated the Document Capture road map and moved previous road map features to the new article 2022 Release 1, implementing a new biannual structure for previous release plans. |
Supported On-Premises Versions of NAV and Business Central | Added a table detailing the compatibility of Document Capture with the different versions of NAV/Business Central. |
Creating and Configuring Email Addresses for Document Import | Updated the article to reflect the added support for shared mailboxes when using Exchange Web Services (EWS). |
Support for the Business Central Universal Code Initiative | Updated the article to reflect the fact that Document Capture now supports local file system storage using cloud-optimized code. A new, separate article on this topic was also created. |
Upgrading Customized C/AL Versions of Document Capture | Added an article on how to upgrade Document Capture and Expense Management from C/AL code customizations to AL extensions. |
Setting up the Registration of Documents as General Journal Lines | Added an article on how to set up documents to be registered directly as general journal lines. |
Registering Documents | Added a section about the registration of documents as general journal lines. |
November 2022
Article | Description |
---|---|
Working with Paper and PDF Documents | Moved information relating to field capturing to the newly created page Capturing Fields in a Document, and updated both texts to reflect changes in the user interface and similar. |
Automatic Document Matching | Added the sections "Overall matching parameters" and "Prioritized list of search methods". |
Different Approval Clients | Added an article describing the two ways to approve incoming documents: using either the Business Central client or the Continia Web Approval Portal. |
Finding the Document Source and Template | Moved information relating to search texts to the newly created page Setting up Search Texts for a Template, and added that Document Capture only searches through words on page one in documents with multiple pages. |
New and Planned for Continia Document Capture | Updated the Document Capture road map with the following feature articles: |
October 2022
September 2022
Article | Description |
---|---|
Overview of Purchase Contracts | Added a Purchase Contracts overview article, linking to a number of related articles about the Purchase Contracts module. |
Creating Purchase Contracts | Added an article on how to create purchase contracts, either from scratch or via the document journal. |
Purchase Contract Reviews | Added an article enabling you to get familiar with the contract review process and learn how to send contracts for review, submit reviews, and finish reviews. |
Creating Contract Invoices | Added an article detailing how to link purchase contracts with invoices and register those invoices as contract invoices |
Approving Contract Invoices | Added an article describing how to have contract invoices approved automatically by Document Capture. |
Viewing the Purchase Contract Archive | Added an article with details on how to view the history of any purchase contract for statistical or other purposes. |
Detailed Changelog for Continia Document Capture 2022 R2 | Added a changelog for Document Capture 2022 R2 (v10) and updated a number of other articles with information related to this release:
|
August 2022
Article | Description |
---|---|
Handling Discrepancies, Including Partial Matching | Expanded the article with a note on how to add and edit Line Discount %. |
Automatic Document Matching | Updated the article and extended it with a section on the various ways of running automatic matching. |
Configuring Automatic Matching | Updated the article and extended it with a description of the individual settings of the Matching section. |
Setting up Line Matching | Updated the article and extended it with a description of the individual settings of the Line Matching section. |
Setting up Job Queues | Updated the list of job queues with the following two entries:
|
Setting up Matching Checks Before Registration | Added an article on how to make Document Capture check if documents have been matched before they're registered. |
July 2022
Article | Description |
---|---|
Overview of Order and Receipt Matching | Added an article outlining the basics of document matching and providing a number of links to other matching articles. |
Filtering Line Matches | Added an article on how to filter the lists of line matches according to different criteria during manual document matching. |
Handling Discrepancies, Including Partial Matching | Added an article detailing how to manage price and quantity discrepancies and partially match documents against each other. |
Automatic Document Matching | Added an article explaining how purhase invoices and credit memos are automatically matched against related documents. |
Manual Document Matching | Added an article on how to manually match incoming purchase invoices and credit memos against related documents. |
New and Planned for Continia Document Capture | Updated the Document Capture road map to reflect the fact that the following feature has been postponed:
|
June 2022
Article | Description |
---|---|
Configuring Comment Types and Importance | Added an article describing the various comment types and how to configure them, either for specific templates or for all templates in a company. |
Customizing Storage | Added an article on how to customize your Document Capture storage by extending or overruling the way documents are stored and fetched. |
May 2022
Article | Description |
---|---|
Continia Learn | Added a Learn link to the Continia Docs top menu, providing easy access to Continia Learn – Continia's brand new and free online learning platform with educational articles, videos, and exercises. |
Setting up Advanced Approval | Added an article on how to enable and set up advanced approval. |
Advanced Approval | Added an article detailing how advanced approval works, including a number of illustrative examples. |
April 2022
Article | Description |
---|---|
Setting up Purchase Allocations | Added an article on how to set up purchase allocations. |
Upgrading with Multiple Continia Solutions Installed (FOB) | Added a section on what to do when you have multiple Continia solutions installed and want to upgrade one or more of these. |
Supported Electronic Document Formats | Updated the article with more supported electronic document formats and other important details. |
Adding amount limits to an approval flow | Updated Creating Approval Flows with information on how to add amount limits to an approval flow. |
Installing Continia Document Capture On-Premises | Updated the article with an important note on how to unblock the installation package before extraction. |
Country/Regional Availability and Supported Languages | Updated the article with new localizations supported as of Document Capture 2022 R1 Service Pack 1 (9.01). |
Country/Regional Availability and Supported Languages for FOB | Updated the article with new localizations supported as of Document Capture 2022 R1 Service Pack 1 (9.01). |
March 2022
Article | Description |
---|---|
New and Planned for Continia Document Capture | Updated "General availability on-premises" in the Document Capture road map and moved previous road map features to the new article March 2021 to March 2022. |
Event Publishers for Document Capture 2022 R1 (9.00) | Added an article listing all events included in Document Capture 2022 R1 (9.00). |
Comparison of Features in Different Versions of Document Capture | Added an article outlining the compatibility of Document Capture with Business Central and listing the most important features included in recent versions of Document Capture. |
Business Functionality | Updated the article with new features released in Document Capture 2022 R1. |
Upgrading to Continia Document Capture 2022 R1 (9.00) for FOB versions | Added a new article explaining how to upgrade to Document Capture 2022 R1. |
Country/Regional Availability and Supported Languages | Updated the article with new localizations supported as of Document Capture 2022 R1. |
Country/Regional Availability and Supported Languages for FOB | Updated the article with new localizations supported as of Document Capture 2022 R1. |
February 2022
Article | Description |
---|---|
New and Planned for Continia Document Capture | Updated the Document Capture road map to reflect the fact that two features have been postponed:
|
January 2022
Article | Description |
---|---|
Creating Approval Flows | Added an article on how to set up approval flows. |
Standard Purchase Approval | Added an article describing what standard purchase approval is and how to initiate it for invoices. |
Using Approval Flows | Added an article describing how to assign an approval flow to a purchase document, including assignment using templates. |
Approval administrator permissions | "Continia User Setup for Approvals" was expanded with a list of approval administrator permissions. |
Four-Eyes Approval | Added an article with details on four-eyes approval and approver identification (manual or automatic). |
Approval Sharing | Added a high-level introduction to approval sharing. |
Editing Approval Requests | Added an article on how to delete or edit approval requests, including adding and changing approvers. |
Enabling the Import of PDF Files with Embedded XML Files | Added an article on how to enable the import of PDF files with embedded XML documents into Document Capture (ZUGFeRD, XRechnung). |
New and Planned for Continia Document Capture | Updated the Document Capture road map to reflect the fact that four features have been postponed:
|
Event Publishers for Document Capture 2021 R2 (8.00) | A number of file-handling events (codeunit 6085640 CDC Doc. File Events) were added to the Document Capture events article. |
Email Notifications | Added an article on how to set up, customize, and send status and reminder emails. |
Approval User Groups | Added an article on how to set up approval user groups with specific account and dimension permissions. |
Force Approval | Added an article explaining how to force the approval of a document. |
December 2021
Article | Description |
---|---|
Continia User Setup for Approvals | Added an article explaining how to configure users as approvers. |
Requesting Events and External Functions | Added an article describing how to request external functionality and new events that are currently missing. |
Event Publishers for Document Capture 2021 R2 (8.00) | A list of all Document Capture events was added. |
Setting up New Template Fields | Added a new article explaining how to create, customize, and add template fields, including master template fields. |
Working with Templates | Added an article detailing how to set up, copy, and edit templates, including master templates. |
Setting up Approval Sharing | Added an article describing how to set up automatic approval sharing, including Out of Office for approvers. |
Document Capture Setup | Added an article on how to enable purchase approval and edit the basic document approval settings. |
Modules for Continia Document Capture | An overview of modules for Document Capture and other Continia solutions was added (only available to Continia partners). |
Installing Continia Document Capture On-Premises (FOB) | Added an article describing how to install Document Capture in FOB versions of Microsoft Dynamics NAV/Business Central. |
Changelog for Document Capture Docs | A changelog was added to Continia Docs, providing an overview of new and updated Docs articles. |