Document Upload directly from scanner

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Posted on by DM-12071701-0

We are uploading all the vendor invoice on the business central once the physical copy is received. for the same we need to scan and store on our local PC and attach the from from the local drive on the BC this is long process and also takes up space on local and mixup documents.

I want to know is there a way to connect the scanner directly to the BC, whereby the user can trigger Sacn or attach document button on the BC and it signals the attached scanner to scan the document directly in the BC without saving on the local.

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Dynamics 365 Business Central

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Manish Sharma 40 on at

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Document Upload directly from scanner

Why not try AP Automation App, no need for a physical copy, vendor can send them in email & AP Automation can create a purchase invoice for you with the document attached automatically.

You just need to verify the BC purchase invoice with the vendor invoice & post it.
YUN ZHU 81,360 Super User 2025 Season 1 on at

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Document Upload directly from scanner

Hi, You can try to find solutions provided by partners in AppSource.

https://appsource.microsoft.com/en-us/marketplace/apps?search=scan&page=1&product=dynamics-365%3Bdynamics-365-business-central

Thanks

ZHU
Valentin Castravet 27,636 Super User 2025 Season 1 on at

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Document Upload directly from scanner

New ideas can be suggested here - Categories (dynamics.com)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
DM-12071701-0 15 on at

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Document Upload directly from scanner

Dear thanks I also felt thers nothing easier or readily available which should be a feature available in BC for easy document upload.
Valentin Castravet 27,636 Super User 2025 Season 1 on at

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Document Upload directly from scanner

You can also look into using Power Automate as its going to be cheaper. But its not exactly plug and play as you mentioned. There's nothing out of the box that does this.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
DM-12071701-0 15 on at

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Document Upload directly from scanner

Dear, Thanks for sharing. But i have already reviewed these providers and are exorbitantly expensive. I would like to know is there any direct plug and play provision with minor settings in BC ?

Or optinally if any small workaround which our Microsoft technical partners can resolve with some kind of coding and development ?
gdrenteria 17,492 Most Valuable Professional on at

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Document Upload directly from scanner

Hi

You could rely on some third-party solutions.

Advania Document Scanning (microsoft.com)

Connecting a Desktop Scanner (continia.com)

Attaching Documents from the Scanner - Insight Works Knowledge Base (dmsiworks.com)

BR

GR