Use Incoming Documents

In the Incoming Documents window, you 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 in Microsoft Dynamics NAV.

Before you can use the Incoming Documents window, you must perform the required setup. For more information, see Set Up Incoming Documents.

Some business transactions are not recorded in Microsoft Dynamics NAV from the outset. Instead, an external business document comes into your company as an e-mail attachment or a paper copy that you scan to file. This is typical of purchases, where such incoming document files represent payment receipts for expenses or small purchases. Other examples of incoming document files are electronic documents from trading partners with whom you have agreed to exchange documents electronically. The generic version of Microsoft Dynamics NAV supports incoming invoices and credit memos in the PEPPOL format. From PDF or image files representing incoming documents, you can have an external OCR service (Optical Character Recognition) generate electronic documents that can be converted to document records like for electronic PEPPOL documents. For more information, see Incoming Documents.

The following table describes a sequence of tasks, with links to the topics that describe them.

To See

As an incoming document approver, approve an incoming document record so that another user can create the related invoice or general journal line.

How to: Approve or Reject Incoming Document Records

Create a record for an incoming document that you want to manage in Microsoft Dynamics NAV.

How to: Create Incoming Document Records

Use the Camera feature on the Microsoft Dynamics NAV Tablet client and the Microsoft Dynamics NAV Phone client to take a photo of a document and automatically create an incoming document record with the image file attached.

How to: Create Incoming Document Records by Taking a Photo

Create a document or general journal line from an incoming document record by manually entering the information as you read it from the incoming document file.

How to: Create Documents from Incoming Document Records Manually

Send PDF or image files to a provider of OCR services, and receive them back as electronic documents that can be converted to document records in Microsoft Dynamics NAV.

How to: Use OCR to Turn PDF and Image Files into Electronic Documents

Correct OCR errors and send correction feedback to the OCR service.

How to: Train the OCR Service to Avoid Errors

Create a purchase invoice or credit memo automatically from an incoming document record that represents an electronic document in the PEPPOL format.

How to: Receive and Convert Electronic Documents

Resolve errors that occur when processing incoming document files, typically related to wrong or missing master data.

How to: Handle Errors When Receiving Electronic Documents

Create and connect an incoming document record to any non-posted sales or purchase document and to any customer, vendor, or general ledger entry from the document or entry.

How to: Create and Connect Incoming Document Records from Documents and Entries

View an incoming document record from any non-posted sales or purchase document and from any customer, vendor, or general ledger entry.

How to: View Incoming Document Records from Documents and Entries

Use a search function from G/L account cards to find general ledger entries that are not linked to incoming document records and then attach incoming document files.

How to: Find Posted Documents without Incoming Document Records

Remove the connection from an incoming document record to a posted document.

How to: Remove Incoming Document Records from Posted Documents

See Also

Concepts

Incoming Documents
Data Exchange
Workflow
Business Functionality