Mobile Receipt Entry
In the AUG Forums Newsletter sent out today, there was an Acumatica 2020 R1 New Feature Spotlight on mobile receipt entry where you can take a picture of your receipt and the data will automatically be entered. I am running on Acumatica 2020 R1, I do have Expense Management enabled, but I can't get this feature to work. I can take a picture of a receipt and it will auto size it and attach to the expense, but there is no automatic data entry. Is there something that I'm missing?
First, your company will need to enable the Image Recognition Service feature on the "Enable/Disable Features" screen. Within the existing Expense Management module subscription, you can run the receipt recognition process a specific number of times per month. If you have a larger organization, you should also chat with your VAR about pricing, as you can purchase additional bundles of receipts.
Second, this feature currently only works in the US (I am impatiently waiting for it to become available in Canada and hoping that the automated AP bill creation from email attachments that is expected to be in 2020R2 becomes available here too!)
On the Expense Receipt list (where you see all your expense receipts) at the bottom of the screen there are two icons. In the iPhone version there is a "+" icon in the lower left corner to add manually and in the right corner there is a camera icon (it used to look more like [--], so I thought it looked like the light on a scanner). You need to use the camera icon to do the document scanning/recognition.
Hope this helps!
Also, I should mention, that if you are on really early editions of 2020 R1 (if you were in the Beta program) and haven't upgraded to the official release version, this feature won't work, as it wasn't in the Beta release.