Incoming Documents Window

Specifies external documents that have been recorded, manually or automatically, and attached as files to documents or ledger entries in Microsoft Dynamics NAV.

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 Data Exchange.

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. The external files can be attached to their related document in Microsoft Dynamics NAV at any process stage, including to posted documents and to the resulting vendor, customer, and general ledger entries. For more information, see Incoming Documents.

You can incorporate an approval process by setting up users that must approve an incoming document before another user can create a related Microsoft Dynamics NAV document. For more information, see How to: Set Up Approval Users.

To help you prefill the resulting document or general journal lines that you create from incoming document records, you can choose the Map Text to Account button. Then you can specify mappings between specific text on incoming documents and specific debit, credit, and balancing accounts in the general ledger or on bank accounts so that the resulting document or journal lines are prefilled with the specified information. For more information, see Text-to-Account Mapping.

See Also

Reference

Incoming Documents Setup
Incoming Documents
Incoming Document

Other Resources

How to: Approve or Reject Incoming Document Records
How to: Set Up the Incoming Documents Feature
How to: Create Incoming Document Records
How to: Receive and Convert Electronic Documents
How to: View Incoming Document Files from Documents and Entries
Incoming Document Files
Business Functionality