Suggestion for Document Capture Software/Service

  • Suggestion for Document Capture Software/Service

    Posted by DSC Communities on May 23, 2018 at 5:37 pm
    • Weixin Wu

      Member

      May 23, 2018 at 5:37 PM

      Hi all,

      I am doing some researches on document capture software. I found the softwares below:

      Continia, Exflow, Medius

      Does anyone have any experience in these software or other suggestion?

      ——————————
      Weixin Wu
      TMI Trading Corp.
      Brooklyn NY
      ——————————

    • Peter Lundrigan

      Member

      May 24, 2018 at 3:27 AM

      We use a product called Docuware and have integrated with our NAV to load documents based on PO or Sales Order numbers.Ā  It handles all our routings and approvals.

      ——————————
      Peter Lundrigan [Designation]
      Director of IT and Automation
      Joseph Gallo Farms
      Atwater CA
      ——————————
      ——————————————-

    • Geovanny Fuentes

      Member

      May 25, 2018 at 12:10 PM

      NAV 2018 and prior does have its own SCAN/Capture built in.

      Write down your requirements as each software is different, including each one has different levels of the product.Ā 

      Never over buy something for simple things that can be done.

      http://www.icepts.com/wp-content/uploads/2011/11/Microsoft-Dynamics-NAV-2018-Product-Overview-and-Capability-Guide.pdf

      Icepts remove preview
      View this on Icepts >

      Received electronic documents are integrated into the document
      management features, that is, they are stored in Incoming
      Documents, along with PDF or scanned paper invoices, from
      which the user can create Purchase Invoices and Purchase Credit
      Memos, or General Journal Lines, and add text-to-account rules
      to automatically default account rules based on the vendor or
      line data. Errors and warnings in connection with the conversion
      are available for the incoming document, and links to the
      document enables navigation from any created document,
      posted document, or ledger entry in Microsoft Dynamics NAV.

      I’ve used Zetadoc for customers as well in the past for many reasons.Ā 

      Zetadocs for NAV and Zetadocs Expenses | Document Management and Expense Management for Microsoft Dynamics NAV

      Equisys remove preview
      Zetadocs for NAV and Zetadocs Expenses | Document Management and Expense Management for Microsoft Dynamics NAV
      Zetadocs for Microsoft Dynamics NAV software can automate and streamline business processes for document capture, purchase order processing, account reconciliation, time and expense management.
      View this on Equisys >

      Zetadocs PDF integrates with scanning equipment so that copies of paper documents can be combined into a single document. Ā Once scanned, the document can be combined with other documents and faxed or emailed securely. Ā The scanned document can also be stored on the network to be easily accessible, whilst reducing storage and postage costs.

      Good Luck,

      ——————————
      Geovanny Fuentes
      San Diego CA
      ——————————
      ——————————————-

    DSC Communities replied 7 years, 10 months ago 1 Member · 0 Replies
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