Set Up 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. For more information, see Use Incoming Documents

Before you can use the Incoming Documents window, you must perform the required setup.

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

Set up which general journal template to use when you create journal lines from incoming documents records and specify if incoming document records must be approved before processing and by whom.

How to: Set Up the Incoming Documents Feature

Set up the preconfigured document exchange service to enable sending and receiving electronic documents from and to Microsoft Dynamics NAV.

How to: Set Up a Document Exchange Service

Set up the preconfigured OCR service to turn PDF or image files into electronic documents that can be converted to document records in Microsoft Dynamics NAV.

How to: Set Up an OCR Service

See Also

Concepts

Incoming Documents
Data Exchange
Workflow
Business Functionality