DocumentCapture Brochure

Transcription

DocumentCapture Brochure
TIRED
OF TYPING?
ACCELERATE YOUR BUSINESS WITH:
· AUTOMATED DATA ENTRY
· PURCHASE APPROVAL WORKFLOW
· DIGITAL DOCUMENT ARCHIVE
DOCUMENT CAPTURE
DOCUMENT
CAPTURE
Document Capture for Dynamics NAV is an end-to-end
solution for scanning, data extraction, registration
and archiving of all documents within a corporation.
Document Capture is tightly integrated with NAV’s
Purchases & Payables module giving your company the
tools it needs to efficiently handle purchase invoices
and approvals.
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3 KEY
VALUES
1
AUTOMATED DATA ENTRY
2
PURCHASE APPROVAL WORKFLOW
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DIGITAL DOCUMENT ARCHIVE
Text on paper documents and PDF-files is automatically read and
understood by Dynamics NAV using award winning OCR-technology.
End-to-end purchase approval workflow gives you full control
over the approval process allowing users to approve invoices
with the Dynamics NAV client or a Web browser.
Storing documents digitally means that you no longer need
physical archives and can retrieve your documents in seconds.
DOCUMENT CAPTURE
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LET THE PRICE
SPEAK FOR ITSELF
3,750 EUROS FOR DOCUMENT CAPTURE
3,750 euros is for the Document Capture base module which
includes the full package for OCR-processing, registering
documents, purchase approval workflow with approval
through the Dynamics NAV client and digital archiving
with easy retrieval.
1,750 EUROS FOR WEB APPROVAL (1 > 19 WEB USERS)
This module lets your users approve and manage purchase
documents directly from a web browser. With this module
you can have up to 19 named web users that have access to
the system.
IMPLEMENTATION
& MAINTENANCE
3 - 4 DAYS IMPLEMENTATION
3 – 4 days is the average time it takes to implement Document Capture.
This may vary depending on the system it needs to be implemented in.
Maintenance costs are sometimes forgotten when deciding to implement
a new system. We are committed to minimizing the impact on your existing
Dynamics NAV system making it easier to implement, maintain and upgrade.
For the tech-guys and tech-girls out there, this means that we have only
modified a few of the standard Dynamics NAV objects.
2,625 EUROS FOR WEB APPROVAL (20+ WEB USERS)
This is the same module as above but is valid for 20 or more
named web users that have access to the system. You do
not have to buy the 1 > 19 Web User module in order to buy
this module.
All prices are excluding yearly maintenance fee invoiced by your Dynamics NAV partner.
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DOCUMENT CAPTURE
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EXCLUSIVELY FOR
DYNAMICS NAV
Document Capture was designed exclusively for Dynamics
NAV which means it is fully integrated and takes advantage
of standard NAV features. Your users will appreciate the
familiar user interface and the ability to use Document
Capture from within NAV. Your NAV partner will like how
easy it is to customize Document Capture using the tools
and skills they already have.
A FEW
KEY FEATURES
· Local or remote document scanning
(using existing network scanners).
· Automatic download and processing of
PDF-files without user involvement.
· Award winning Optical Character Recognition
(OCR) Technology.
· Configurable template engine to handle
multiple document types.
· Intelligent templates. Set up a template for a
vendor invoice once and Document Capture will
recognize the invoice layout the next time it sees it.
· End-to-end purchase approval.
· Automatic matching of purchase invoices
to existing purchase orders.
· Purchase approval through the Microsoft
Dynamics NAV client or a Web browser.
· Easy access to your scanned documents
through a digital archive, where documents
are indexed and fully searchable.
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DOCUMENT CAPTURE
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SETTING
THE SCENE
With its multiple interfaces, Document Capture has the
flexibility to meet your business needs.
When you’re ready to start processing your daily batch of documents,
you’ll find them waiting for you in Microsoft Dynamics NAV.
Typical scenarios include:
Document Capture automatically finds the vendor for each invoice
and the invoice details are read from the scanned image.
· The accounts payable department receives the daily set of
purchase invoices in the mail. All invoices are scanned with
a desktop scanner directly from NAV. Document Capture
automatically processes these invoices and makes them
ready for registration.
SOURCES
PDF
Paper
INTERFACES
· A person in a remote office receives an invoice on paper
from a vendor. This person scans the invoice on a network
attached scanner which automatically sends the scanned
invoice in PDF format to the email your company uses for
receiving invoices. Document Capture monitors the email
address and automatically makes it ready to be registered.
DYNAMICS NAV
· A vendor sends an invoice as a PDF-file. The PDF-file is
sent directly to a specific email address that your company
uses for receiving invoices. Document Capture monitors
the email address and automatically makes it ready to be
registered.
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LOADING
INVOICES
Network
Scanner
PDF-files
Desktop
Scanner
E-mails
File
Folder
E-mail
address
DOCUMENT CAPTURE
DOCUMENT CAPTURE
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FROM IMAGE TO NAV WITH
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APPROVING USING
NO RE-KEYING
DYNAMICS NAV
Document Capture analyzes the document layout and reads
the data from the scanned image. It uses the previously
defined document templates to put the data into the correct
fields in Microsoft Dynamics NAV. You can easily change
your templates by highlighting text on the scanned image
and linking it to the correct fields.
Approving invoices using Dynamics NAV is easy with a familiar
user interface. When an invoice requires the attention of an
approver, he will receive an email containing a link to the
Dynamics NAV approval screen where he can quickly get
the details of the invoices for approval.
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APPROVING USING
THE DIGITAL
Approving invoices with Document Capture is not limited to
users with Microsoft Dynamics NAV— everyone can approve.
When an invoice requires the attention of an approver,
he will receive an email containing a link to the approval
portal that enables him to view and add comments, change
posting lines, approve, reject or delegate invoices.
All documents are stored in PDF and
TIFF format and can easily be accessed
through Microsoft Dynamics NAV or
the Document Capture Web portal.
From a posted invoice you can get
access to the scanned document with
just one click.
WEB BROWSERS
ARCHIVE
All documents are fully indexed in
Microsoft Dynamics NAV, which makes
it possible to do a full text search
through all document data–not just
the data which is captured and
used in NAV fields. For example, you
could search for a specific reference
number, item number or serial number.
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“
OUR CUSTOMERS ARE UNIQUE
SO ARE YOU
The NAV architecture behind Document Capture
is great and the web approval runs directly on
NAV using Web Services - no replication issues
or cumbersome integration.
”
– Jeppe Due, Senior Developer – IT Operations – Navision
Document Capture is installed at companies with 5 employees
and more than 1000 employees.
·
Some use Document Capture for scanning and archiving
documents but without enabling the purchase approval
functionality.
·
Some use the purchase approval functionality with more than
750 approvers through the Document Capture Web Approval.
· Some process large amount of invoices that are automatically
matched against existing purchase orders.
“
Manually matching hundreds of incoming purchase invoices
to existing orders was cumbersome and very time consuming.
We needed to streamline the process. With Document Capture
all relevant information is recognized by the system and
invoices are automatically matched to existing orders.
”
- Søren Rübner, Nordic Manager ERP Systems
“
They all have one thing in common:
They have eliminated trivial
tasks in their document
and invoice processing and
can now focus on more
productive tasks for
their company.
”
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“
Our employees find Document Capture easy to use and it saves
them from doing a lot of manual work. Implementing Document
Capture has been a great investment.
- Peter Sørensen, Controller
”
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WANT
TO KNOW
MORE?
Document Capture is available through your local
Microsoft Dynamics NAV partner. Please contact
them or get more information from our web site
www.documentcapture.dk
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