How to link Go Getter with Microsoft Business Central
In the article below, we will focus on how to link Go Getter with Microsoft Business Central.
Microsoft Business Central currently only supports pdf import, which is possible through OCR service.
Import external documents in Microsoft Business Central
Register external documents in Microsoft Business Central:
- You can register files or paper copies received from your trading partners in Business Central and create a document record. For example, a purchase or sales invoice, credit note or journal entry.
- Upload received files manually from a PC or mobile device in one of the following ways:
- Use the "Create file" button, upload a file and then fill in the relevant fields on the "Incoming document" page.
- Use the "New" button, fill in the relevant fields on the "Incoming document" page and link the related file manually.
- From a tablet or a phone, use the "Create camera" button to create a new incoming document record using the device's built-in camera.
- You can also upload the files automatically by receiving the document from the OCR service as an electronic document after uploading the related PDF or image file to an OCR service. The quick tab "Financial Information" will be automatically added on the "Incoming Document" page.
In PDF or image files, representing incoming documents, you can optionally use an external Optical Character Recognition (OCR) service to have electronic documents generated that can be converted to document records within Business Central.
The OCR function is provided by external providers. Choose a service package that suits your organisation and/or country/region. You can find services compatible with Business Central and details of available features at AppSource.microsoft.com.
- Create new documents or journal entries for incoming document records by entering the information you extract from incoming document files.
- Link incoming document files to purchase and sales documents of any status, including supplier, customer and general ledger entries resulting from booking.
- View incoming document records and their attachments from any purchase and sales document or item, or find all general ledger items without incoming document records on the "Chart of Accounts" page.