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Inbound Document Filter

With the Inbound Document Filter, you ensure that only relevant purchase invoices are automatically forwarded to Continia Document Capture. Other documents that accidentally arrive via the invoice mailbox, such as messages, order confirmations, or other attachments, are filtered out. This saves you time, prevents errors, and keeps your processing costs low.

What is Inbound Document Filter?

Inbound Document Filter is an app for Microsoft Dynamics 365 Business Central. The app analyzes incoming emails/documents in the invoice mailbox based on set rules and determines which documents should or should not be forwarded to the software that processes the documents, such as Continia. This way, you no longer have to check which documents are relevant manually, saving a lot of administrative work.

Functionalities

The Inbound Document Filter app offers various features that help organizations make their document processing more efficient and transparent:

Set up filters based on sender, subject line, attachment type, keywords, etc.;
Automatic recognition and separation of invoices vs. non-invoices;
Overview of documents that are blocked or forwarded, so you can check what has not been processed;
Ability to add exceptions (e.g., specific suppliers or documents) so that these are always forwarded;
Logging and reporting functionality: insight into how many documents have been rejected/filtered.

Benefits of Inbound Document Filter

Using an Inbound Document Filter provides organizations with several benefits that contribute to a more efficient and reliable invoice processing process:

Time savings: less manual checking and filtering of incoming emails;
Cost savings: only necessary documents are sent to Continia, so you don’t pay for unnecessary processing;
Fewer errors: reduced chance of irrelevant documents being processed by mistake;
Overview & control: you can see which documents are not processed and why, keeping your process transparent;
Efficiency in administrative workflow: your financial administration focuses on what is relevant.

When to deploy?

The Inbound Document Filter app is ideal for organizations that work with Continia Document Capture and notice that, in addition to invoices, many other documents also arrive in the invoice mailbox. By filtering, you save work for your financial administration and reduce the costs of processing unnecessary documents.

Availability and rates

The Inbound Document Filter app is available in Microsoft AppSource. In principle, you can add this application to your Business Central environment yourself, without the help of your implementation partner. However, please note that this may lead to unexpected changes in your software. The Bluace team is ready to guide you in purchasing add-ons and ensuring a seamless expansion. Contact us for pricing or if you are interested in using this app, but it is unavailable in your region.

Microsoft AppSource