BA4 eDocs: document processing for Microsoft Dynamics 365 Business Central
Simplify the processing of purchase and sales documents with our BA4 eDocs extension for the Microsoft Dynamics 365 Business Central system:
- Incoming documents extension – initial registration of purchase documents.
- Document exchange support – sending documents to customers and processing incoming documents in ISDOC or ISDOCX format.
- Support for extracting information from attachments – extraction of data using Azure AI Document Intelligence and template definition for accurate mapping of extracted data.
- Extended approval workflow options – define the number of approvers per approval level and specify approvers manually or via programming.
- Extended email sending options – send documents to multiple addresses for a single customer.
Main functionalities
The BA4 eDocs extension provides the following improvements:
Incoming documents extension
- Documents can be recorded in the system even before they reach the accounting department. At the level of the incoming document, it is possible to decide whether it will be included in accounting.
- Ability to create incoming documents manually.
- Ability to define classification codes for incoming documents to categorize purchase documents by numbering series and document types (invoice, credit memo, prepayment).
- Control of the payment amount of the incoming document against the total amount of the purchase document.
- Option to prevent creating a purchase document without prior incoming document registration.
Support for ISDOC document exchange
- Sending sales documents to customers in ISDOC format.
- Processing incoming documents from suppliers in ISDOC format.
Support for extracting information from attachments of incoming documents.
- Extraction of header data from incoming documents using Azure AI Document Intelligence.
- Comparison of extracted information with the PDF attachment preview on a single screen.
- Ability to define a template that adjusts how extracted data is written into incoming document fields, useful for specific invoice layouts from certain software or suppliers.
Extended approval workflow options
- Ability to define specific document approvers manually or via programming.
- Ability to define the number of approvers required to approve a document within the respective approval level.
Extended email sending options
- Documents sent via email can be directed to multiple addresses of a single customer, i.e., different recipients depending on the customer’s branch.
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Examples of improvements when working with BA4 eDocs
Simple processing of purchase documents
Accounting knowledge is not required to record purchase documents in the system. If you do not want users to create purchase invoices, credit memos, or prepayment invoices manually, you can activate a control that requires them to create new purchase documents only via the Create Document from Incoming Documents action, not directly. In this case, the final accounting (purchase) document will be created based on the incoming document, and all data from the incoming document will be transferred automatically.
Incoming documents can be created either manually, using a document extraction tool, or by importing files in the ISDOC format.
Easy invoicing
Electronic invoice exchange significantly simplifies work for you and your business partners. It saves time and reduces errors or typos since no manual re-entry or extraction is needed!
You can use the document exchange support to send sales documents to customers or process incoming documents from suppliers in ISDOC or ISDOCX format, with the ability to attach files. After posting, sales documents can be sent directly to the customer from the system.