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Hope you can help, I am taking on D365 (not sure which version but assume the basic), this week.
However, I am thinking ahead and to add D365 BC to this in about four to six months.
In adding BC I have an issue, some of my accounts are on excel and others are using a SaaS. My SaaS does not seem to be able to provide me with a download of all previously scanned receipts. They will however provide basic excel information I can download from them and then I can upload this into BC.
I have been trading for many years so I feel the best way is to start from scratch and recreate my accounts in BC. This will mean I need to scan all the receipts in which luckily I still have and are prepared to do this one weekend.
I plan to buy a Raven Scanner for this purpose as it will scan and save directly to either Onedrive or SharePoint.
The thing I need to know is how to then pass each receipt from either Onedrive or SharePoint into BC and for it to start the AI/OCR process and fill in the necessary fields. Ideally, I should then be able to go into BC and make any alterations and I assume approve the receipt. And for BC to store the scanned receipt in a specific location. Then once I am happy I have all the receipts in BC to go and delete them from Onedrive or SharePoint.
Am I going about this in the wrong or right way, I have a Partner but they are not yet ready to sell or support BC yet, but they will do by the time I do want it.
Hi,
If you question is related to business central then check out the respective d365 business central forum.
Best regards,
Ludwig
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