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Expense Auto Receipt Capture

Expense entry has been enhanced through the introduction of optical character recognition (OCR) processing for receipts. This functionality is designed to improve the user experience when creating expense reports.

Key Features
  • The system extracts the merchant name, date, and total amount from receipts.
  • The system will try to match unattached receipts to unattached expense transactions.
  • You can create manually entered expense transactions from receipts.
Installation

To use these advanced expense capabilities, install the Expense Management Service add-in for Microsoft Dynamics 365 Finance, and turn on the features in your instance. You can access the add-in from your project in Microsoft Dynamics Lifecycle Services (LCS).

  1. Sign in to LCS, and open the desired environment.
  2. Go to Full details.
  3. Select Maintain, or scroll down to the Environment add-ins FastTab.
  4. Select Install a new add-in.
  5. Select Expense Management Service.
  6. Follow the installation guide, and agree to the terms and conditions.
  7. Select Install.

In the Feature management workspace, turn on the following features:

  • Expense reports re-imagined
  • Auto-match and create expense from receipt

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.

Expense reports reimagined (contains video) | Microsoft Learn