Setup guides

You sign in to e-conomic and add Docentra as an app. Docentra then reads your booked supplier invoices with their documents, and can see what has been paid. You, in a couple of minutes.

You sign in to Dinero and let Docentra read your bookkeeping. Docentra then reads your booked supplier invoices with their documents, and can see what has been paid. You, in a couple of minutes.

You create an access token in Billy and paste it into Docentra. Docentra then reads your booked supplier invoices with their documents, and can see what has been paid. You, in about three minutes. Billy is now part of Shine, so you may see Shine instead of Billy.

Your Uniconta reseller or accountant creates a server user for Docentra. The user can only read. Then you enter its login in Docentra. Your Uniconta reseller or accountant creates the user, in about ten minutes. Then it takes you a minute to enter the login in Docentra.

You sign in with your Microsoft work account and approve Docentra. Docentra then reads your posted supplier invoices with their documents, and can see what has been paid. You, in a couple of minutes. In many organisations, your IT administrator must approve Docentra once first.

For when Business Central itself must stop Docentra from changing anything. Your IT administrator approves Docentra and adds it in Business Central with read access only. Then you sign in and pick the company. Your IT administrator, in about five minutes, once. Then it takes you a minute to connect.

For Business Central on your own server or hosted by your partner. Your partner creates a user for Docentra, and the user can only read. Then you enter the server's address, the user name and the user's access key in Docentra. Your Business Central partner creates the user, in about fifteen minutes. Then it takes you a minute to enter the details in Docentra.

You paste the address you open Dynamics 365 Finance with, sign in with your Microsoft work account and pick the legal entity. Docentra then reads your booked supplier invoices and can see what has been paid. You, in about three minutes. In many organisations, your IT administrator must approve Docentra once first.

Your SAP administrator sets up a user for Docentra, once. The user can read supplier invoices, suppliers and payments. Then you enter the address and the user in Docentra. Your SAP administrator, in about half an hour. Then you, in a minute.

Your SAP Business One partner creates a user for Docentra, and the user can only read. Then you enter the address, the company database and the user in Docentra. Your SAP Business One partner, in about twenty minutes. Then you, in a minute.

For an accounting system Docentra can't connect to: export your supplier entries and upload the file. Upload a newer file whenever you like. You, in about five minutes.

You sign in with your Microsoft work account and pick the folders where your agreements are. Docentra then looks for new and changed agreements in those folders every hour. You, in about three minutes. In most organisations, your IT administrator must approve Docentra first.

You sign in to Penneo. Docentra reads the agreements you have sent for signature, once everyone has signed. You, in a couple of minutes. Sign in as the person who sends your agreements for signature.