Automatically identify and approve recurring purchases
- 37 min.
- Module
- 9 Units
- Document Capture
When you regularly process recurring invoices from the same vendors and for the same amounts, it's time to consider streamlining the process. With the Purchase Contracts module, you can automatically identify recurring purchases, and set up an approval process to reduce unneeded subscription renewals. Once approvals are setup, you can also automatic the registration, and posting of these recurring costs, leaving you with fewer documents to handle each month. The Purchase Contracts module can be enabled both in Document Capture and Expense Management.
Learning objectives
By the end of this module, you will know:
- How you activate the Purchase Contracts module
- How to create purchase contracts through different methods
- How to include new invoices to an existing purchase contract
- How to set up the review and approval process
- Which automation options can be used for reducing manual tasks
Prerequisites
You should already have:
- Basic knowledge of how to use and navigate in Business Central and Continia Document Capture.
Tip
Continia Partners can create a demo environment from PartnerZone for which a user ID and password are required.