The easiest way to setup Continia Document Capture Purchase contracts. An experienced consultant explains how to setup and manage your recurring purchase invoices .
If you have Document Capture and you want to fully take benefit from using purchase contracts, this 1-session workshop is what you need! For ten years now, we organize Document Capture training for users on finance departments. To save time and cost, we have developed a series of online modular training through Teams. Users can record the sessions for later use, and we can be flexible in start and end time. We work in your environment and use your invoices during the training. This training is specifically for users who already have Document Capture and want to take the next step and automate the recurring purchase invoices into contracts. This is including approval of the contracts (instead of having to approve each individual invoice).
You can select modules of training from our AppSource offerings, finetuning your Continia Document Capture installation. We work with the following modules: Base training Purchase approval Purchase Order matching and automatic assign to user feature Advanced Line Recognition Purchase Contracts Other Document Categories (create Sales Orders, update Purchase Orders based on a Sales Order confirmation)
These modules cover every inch of Document Capture. We also have bespoke training offerings if you need something more custom.
Deliverables for the purchase contracts Training:
During the training day, we work with the Finance team. We start with a check which invoices are recurring and can be used as examples for creating purchase contracts. Then we start creating a contract and setup the approval. We will cover the following topics: Setting up contracts Setting up periodic approval of the contract If you have booked more modules, we will hand out the homework assignments for the next day of training and wait with the go-live until your last day of training.
Assumptions, Requirements & conditions: We ask you to prepare 10 (simple) recurring invoices. The training is optimized for a max of 5-7 attendees. If more attendees wish to join the extra costs will be calculated based on an hourly fee. The go live is based on 1 to 3 companies. Additional companies can be added at extra cost.