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Dynamics 365 Community / Forums / Business Central forum / Kofax OCR problems
Business Central forum

Kofax OCR problems

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Posted on by shaunwmckay

I'm new to the Kofax OCR integration and am having a few challenges. Viewing some of the online videos for NAV I see that you are able to link to the OCR online service and "train" the service on their portal. I've enabled Kofax OCR on Business Central and cannot get this to work. I login to our Readsoft Online portal and can see all the documents I've exported from Business Central however when I click on them, I get the error message "You cannot open documents that are outside of a manual process".

Any help would be much appreciated.

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  • Community Member Profile Picture
    Community Member on at
    RE: Kofax OCR problems

    Hi!

    Thank you for your answer.

    What is your experince with the product?

    I have attached  few invoices, and as I can see the Vendor name is not recognised automatically on the first invocie. After adding it as Supplier it works, but it requires manaul work if the vendor is new. I also found an Excel Add-in which would help the master data upload, but it is not working with the user ID I have. Have you tested the add-in? appsource.microsoft.com/.../WA104379484

    Which template have you used?

    Thank you in advance.

    Regards,

    Anikó

  • shaunwmckay Profile Picture
    shaunwmckay on at
    RE: Kofax OCR problems

    I believe we did. If you log onto your Kofax portal (store.readsoftonline.com/nav) and click on "My Account" and then "My Plan" and the "Configure" button you will see the 3 options for Require Verification:

    1. Never

    2. Uncertain documents only

    3. Always

    Ours was set to "Never" and we changed it to "Always" and this enabled us to click on the link within NAV Inbound Document processing to take us into Kofax and work on the document.

    I hope this helps.

  • Community Member Profile Picture
    Community Member on at
    RE: Kofax OCR problems

    Hi! Have you solved the issues? I have the same problem. Thank you

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