RE: Automatic receipt capture
HiAndré Arnaud, Hi Rahul
Install the add-in in Tier 2+ (Pre-PROD): The feature is supported only for Tier 2+ and PROD (firewall rules as per Microsoft)
Procedure.
Connect your mobile app to vm Tier 2+ (Pre-PROD),
Click on Capture a receipt
Take a picture of the receipt
When the sync is done go to Workspace / Expense management
Note the feature is visible only in the Workspace / Expense management not in the module / Expense management.
Path: Workspace / Expense management /
1- Go to Receipts Tab
2- Select your Receipt
3- Click on New expense report
The Add selected (1) is automatically set to YES
Return back to Receipt Tab
The system has recognized the date: the total Amount and the merchant
The receipt is created and recognized, now we need to create an expense
Create the Expense.
Click on Create button
The below data is automatically populated.
Amount – currency – Date – Merchant
Enter the Category
Save: The receipt is matched automatically to the expense
Save and close.
The next steps are the same as usual beside the screen changed.
Itemize:
Click on Action and select Itemize
Close.
Note, the new layout, the total amount, the sub total and taxes are displayed in the same grid (easy to troubleshoot)
But from the new screen in the workspace, we cannot access to the workflow history.
We have to go to the Module / Expense management
The Expense report is Processed for payment and the invoice is created.
Thank you!
Kamel.
