The DMS Connector for Dynamics 365 Business Central is TSO-DATAs answer to bring efficiently together the invoice processing of Continia Document Capture and the DMS system M-Files, so that you can have an efficient process for invoice processing and take full advantage of the benefits of ERP and DMS in parallel. Get to know the process here in its individual steps and discover the great benefits.
Do you see invoice archiving as part of your company-wide document management strategy? And do you envisage being able to retrieve all departmental documents in the DMS system?
Get a first overview of a possible process in the video or from the following diagram.
With the seamless integration of M-Files and Document Capture, every step can be completed and you always get the best of both systems.
To get started with the invoice process, firstly the PDF files must be scanned in. These files can be automatically uploaded to M-Files or Document Capture either from specified email addresses or from a network directory for scanned documents. After that, they will be automatically forwarded from M-Files to Document Capture.
The system supports you in reading out header and line information. Order and delivery matching is also no problem. In this step, all relevant metadata for the further steps in M-Files (setting invoice approvers and archiving incl. metadata) are defined.
The registration of the "captured" or extracted document creates an A/P invoice or credit note in Business Central. This automatically overwrites the extracted information into both the BC fields and the metadata for M-Files.
Do you have a two- or three-stage approval process? You want to add comments? You want to assign approvals to "teams" instead of individuals? All of this is possible with M-Files' graphical workflow designer. Due to the flexibility of the designer, many clients choose to do the approval in M-Files rather than in BC.
After the approval is completed, the accounting department is informed that the invoice can be posted. The document in M-Files and the invoice card in BC are each hyperlinked.
When booking, all linked documents are transferred to the booked invoice card in Business Central. In addition, the DMS Connector also updates the booking in the workflow for the document in M-Files. An extension of the integration into the payment process is also possible.
For more information on the invoice processing process with Document Capture and M-Files, watch the recording of our webcast on "Automating the capture of incoming invoices based on Business Central/NAV". Watch the whole webcast or jump directly to the areas of interest to you: