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How do you manage scanned accounting-document from employees?

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Posted on 30 Jan 2025 05:58:06 by 6
Let's say a company have 20 employees, and each employee scan their accounting-document (expenses) with their mobile phone e.g. to their personal OneDrive or a shared Sharepoint folder (library).
These documents has to be imported into BC and be handled by finance.
 
Any smart way of doing this?
 
I'm aware each employee could have a Teams Members license and import the document themselves.
 
I assume one could always  build a little tool in e.g. C# (BC API and Graph) which, at a schedule time, look into each employees "OneDrive\Expenses" and import the documents into BC.

But it would be nice if there was a ready solution for this. 
 
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,794 Super User 2025 Season 1 on 30 Jan 2025 at 16:16:23
    How do you manage scanned accounting-document from employees?
    Typically this is achieved using an expense app such as Continia - Expense Management - automate your employee expense tracking
     
  • BW-30010459-0 Profile Picture
    BW-30010459-0 6 on 30 Jan 2025 at 11:57:52
    How do you manage scanned accounting-document from employees?
    Ok - good to know there is no standard way of doing this. Would hate to spend 2-3 days building a little tool in C# getting files from OneDrive/Sharepoint  to BC (using BC-API and Graph-API) and then find out there is a standard way 2 weeks later :-P
  • Suggested answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,238 Super User 2025 Season 1 on 30 Jan 2025 at 11:38:01
    How do you manage scanned accounting-document from employees?
    Hello,
     
    I doubt there is a standard solution, but it can certainly be achieved with Power Automate and AI Builder with API that will send to BC your data, or use Power Automate flow to update records in the BC.
     
    It is hard to develop standard functionality because document templates and layouts can be different a lot one to other, and it will be hard to read data with standard functionality. This is a job for AI Builder.
     
    If you have your document in rows, it should be easier, but if it is PDF or World template then it causes issues in development processe.
     
    Greetings

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