Azure machine learning model for expense receipt processing using Cognitive Services to extract field data in Microsoft Dynamics 365 Finance and Operations

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Rahul Mohta

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Azure machine learning model for expense receipt processing using Cognitive Services to extract field data in Microsoft Dynamics 365 Finance and Operations

Currently supported in USA only.

From LCS tier 2 or production environment, Install a new add-in - Expense Management Service

In Feature management workspace, turn on features for
1) Expense reports re-imagined
2) Auto-match and create expense from receipt

Usage

To automatically attach receipts that include credit card transactions when an expense report is created, do the following:

Open the Expense management workspace.
On the Receipts tab, verify that unattached receipts exist. You can also upload receipts on the Receipts tab.
On the Expenses tab, verify that unattached expenses exist. Typically, the expense administrator imports these expenses from the credit card provider.
Select New expense report. Notice that you can include expenses, and receipts, now as well, when you create an expense report. If you add both expenses and receipts, automatic matching of the receipts against the expenses is triggered.

To create an expense, or match an expense from a receipt, do the following:

On an expense report, on the Receipts tab, attach a receipt by selecting Add receipts.
Under the uploaded image of the receipt, notice the Create and Match options.
- Select Create to create a manually entered expense transaction and fill in the values that are extracted from the receipt.
- If you select Match, the system tries to match an existing expense to the receipt.