If you quickly want to process your Cost-Invoices without spending too much time, this 2-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 an 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 way, everyone understands the examples and the main benefit is that you can use the templates we have created together during training! This training is specifically for new users who do not want to spend too much time entering invoices manually, but instead tell the system one time how to process an invoice, so next time it goes automatically. Not everyone uses Microsoft Dynamics 365 Business Central in the same way.

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 Base Training: During the training day, we address three target audiences: IT, Finance, and the Controller. The contents of the base training are: Day 1 With IT, we start with a 15-minute check if the App has been implemented correctly. With Finance, we will import the prepared cost invoices and explain how to work with the Document Journal. We cover these topics: Basic cost invoices and first template generation Automatic Vendor identification Navigation & document flow Master-template adjustment Basic template adjustment

Once the users get the hang of working in the Document Journal, they will receive an assignment to prepare for the next session. It is advised that the Controller joins, but it is not required. With IT, we will prepare the automation features, setting the job queues. Additionally, we will give an assignment for the next session. Day 2 We start with Finance, checking the assignment and addressing any issues The topics for the day are: Multiple VAT Transport costs Multiple templates for one vendor Advanced template adjustments (advanced translations, rules, adding fields to a template)

After this is done, together with IT, we move al our templates to the production environment and we are done with the Base Training.

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) cost invoices (internet bill, cleaning services, etc.) 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. Before the training, we ask IT to prepare an Azure storage Account, with a Blob Container with a working key. Also, we need working Email Accounts in Business Central.

Continia Document Capture Rapid Implementation - Base training

Dibs consulting BV

Information

Länkar