With the document recognition and processing module "Continia - Document Capture" from CKL, there has been an established product for NAV for several years, which goes far beyond the standard functionality of MS Dynamics NAV.
CKL offers a new product "Expense Management", which integrates the possibility to process account transactions with "Document Capture".
Expense Management offers an automated solution for processing your travel receipts and vouchers. You can enter, approve and process them in NAV on the go. To do this, you need your smartphone and the corresponding Expense app. "Expense Management" can be operated entirely via the Web Client in NAV 2016 and NAV 2017.
Below you will find a summary of all the important functions:
Travel:
A "trip" can be used to group together related receipts and invoices for routes. New trips can be created within the app, the Management Portal and NAV.
Status reports:
Status reports can now be sent directly to the user, informing them directly about the current status of their submitted travel receipts and routes.
Cost type:
Participants can be added to a cost element (e.g. to the cost element: "Catering with guests"), also directly by linking contacts.
Wage and salary systems:
Integration into two payroll systems: further providers are continuously being integrated.
Bank:
Booking description can be set up. In addition to the normal description, the user can also view the bank's booking description.
Further advantages are:
- Display approval comments for the user
- Possibility to process account transactions with "Document Capture"
"Continia - Expense Management" offers numerous functions and possibilities to process your trips flexibly and quickly on a mobile basis.
Have we aroused your interest? We will be happy to answer any questions you may have.
