Incoming Documents

LinkedIn
Twitter
Email
Print

On the incoming documents page, you can use different functions to review expense receipts, manage OCR tasks, and convert incoming document files, manually or automatically, to the relevant documents or journal lines. The external files can be attached at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries.

To record an external document in Business Central, you must first create or complete an incoming document record. You can do this manually, or you can take a photo of the external document and then create the incoming document record with the image file attached.

You can store external business documents in Business Central by attaching the document files to the related incoming document records. If the document, such as a purchase invoice, did not start its existence as an incoming document record, you can still create and connect an incoming document record to it later.

The attached document is available to view from any table in NAV that is updated when the document is posted, e.g. the purchase invoice image is available on the Vendor Ledger Entry and also the General Ledger Entry.

For further information, please contact:

David Reid | dreid@sysco-software.com | Head of Marketing | +44 (0)74 8338 2490

Sysco Software Solutions

Sysco Software Solutions is a multi-award-winning Microsoft Dynamics 365 Gold Partner and employs more than 95 full-time specialist consultants. Sysco Software Solutions are uniquely placed to deliver industry specific projects built on the Microsoft Dynamics 365 technology stack, the Power Platform hosted on a secure Microsoft Azure Cloud from offices in Dublin and Belfast.

In business for more than 40 years, Sysco Software Solutions specialise in Microsoft Dynamics 365 Finance, Manufacturing, Supply Chain, Project Operations, Sales and Marketing implementations. Our technical teams are constantly innovating, and our dedicated customer service teams have enabled Sysco Software to maintain our competitive advantage as one of Ireland’s leading Microsoft Dynamics 365 implementation partners.

About the Author
Recent Blog Articles
David Reid
Dynamics 365 Business Central – Better Financial Management

Microsoft Dynamics 365 Business Central provides functionality for common business processes, mainly within wholesale and more complex processes, such as assembly, manufacturing, service, and directed warehouse management. It is also backed by a comprehensive suite of Financial Management tools that enable your teams to work smarter and faster. Taking the information you already capture and providing business intelligence when and where you need it most – in real time.

Read More
Upgrade NAV to Business Central
Recommending the right ERP & CRM Platform for your organisation starts with Sysco Software SmartStep