Automatic receipt capture

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Posted on by Finance and operations

Hi,

We have upgrated our system to PU33 and in this version, there is a new feature, Auto-match and create expense from receipt

Description: The feature leverages Optical Character Recognition to extract relevant data from receipt images and provide suggestive matches for existing expense records and allow end users to create easy creation of expense records in case there is no match.

The only setup I saw is in Expense management/Parmeters

When click aftre on Automatic receipt capture

Then go to my phone and create an expense report using my mobile app. The best scenario would be selecting the function: "Capture a receipt" then when the synchronization is done, the data is automatically completed (I think)

It is not uploading automatically the data (amounts - merchant)
Is there any other setup that needs to be done to have this feature working.
Thank you !

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Kamel,

Did you read and follow all instructions mentioned within the documentation? docs.microsoft.com/.../expense-receipt-processing

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Finance and operations on at

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Hi André Arnaud,

I'm not sure if I've already response. If not, here is my question:

Yes i did an we have already installed the Expense Management Service add-in from LCS and i have enabled the 2 features

In the document that you have referred to me (thanks). it says

... When you turn on these features the following actions occur:

The existing Expense management workspace is replaced with the new workspace.

A new menu item for expense field visibility is added.

You can still open the former Expense reports page by going to Expense management > My expenses > Expense reports.

Workflows and any approvals still take you to the existing expense reports page.

Receipts will be processed through Microsoft Azure Cognitive Services, and metadata will be extracted and added.

An option is added that lets you create an expense report that includes matched unattached receipts.

An option that is added to expense reports lets you create an expense line from a receipt, or attempts to match an existing receipt to an existing expense line.

Nothing has changed. Did we missed antoher setup.

Thanks for your help !

Kamel Sadek.

Genetec Inc.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Kamel,

Can you share a screenshot where we can see if the features were enabled correctly?

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Rahul Mohta 21,032 on at

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it is indeed a new feature for OCR

could u share the visuals of LCS add in and suggest receipt entry screen where the image needs to be captured and read

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Finance and operations on at

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Hi André Arnaud
Here is the a print screen for the Feature management

Also when I click on Receipt capture URL on the expense management parameters (xxxxxformrecognizer.cognitiveservices.azure.com) It returns:

{"error":{"code":"404","message": "Resource not found"}}.

Thank you !

Kamel Sadek

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Kamel,

I'm also trying to install the new Expense management features. Installing the add in takes already more then 8 hours. What was your experience with installing the add-in on LCS?

If you have the error 404, you can also try to reach out to Microsoft Support.

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Rahul Mohta 21,032 on at

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i had tried to enable the two features and got no error

Could you verify the user domain is the same tenant of D365FO, could be something to do with authentication on Azure level

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Finance and operations on at

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Hi André Arnaud,

Following your response, we have checked and we got the surprise that the installation is still on progress since may 04th. I have created a support incident to MS.

Thank you !

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Finance and operations on at

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Hi Rahul,

After enabling the 2 new features, you have 2 more steps to do.

Install the Add-in from LCS

Complete the setup and create a batch job In the Expense management parameters

Thank you !

Kamel.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Kamel,

Please update the outcome of the support incident. I have aborted the installation and did another retry now. I will check it tomorrow again.

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