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.
Awesome info @megan-friesen. I didn't realize that it's only available in the United States currently. I wonder if it has to do with the fact that it uses Azure Forms on the backend. Maybe Acumatica has to spin up an Azure environment in each country to meet legal requirements.
I'm pretty sure that, as long as you are licensed for Expense Management, up to 1,000 expense receipts per month are included, although I doubt that 1,000 restriction has any "teeth" to it yet.
In Acumatica 2020 R2, the Azure recognition is also available on AP Bills:
Hey Tim, We were really excited to hear from Acumatica that both the Expense Receipt recognition and the AP Document Recognition service are now available in Canada starting with 2020 R2 and they now have data processing in Canada too. The initial restriction from 2020 R1 on expense recognition was due to no Canadian processing at that time. As far as I know these 2 services are only in Canada and the US for now, but I would assume they will eventually spread to other regions.