Improvement of OCR functionality in ExpenseIt

[tyrellB]

Hi everybody!

We regulary receive complaints from our employees on the poor quality of the OCR handling of uploaded receipts or receipts captured via the Concur App. The employees have to correct the prefilled entries which creates some frustration.

We also have a OCR technology in place for receiving invoices in the AP process. This OCR can be trained and by doing so, the quality of the read-out data significantly increased which makes the process much more efficient. Is there any similar option to work with the ExpenseIt OCR? Or do we have to rely on the self-learning process over time?

To be fair, the OCR definitely improved when we compare the current results with the ones from a few years ago.

Thank you!

Burkhard 

[KevinD]

@tyrellB I've not heard of any option other than the self-learning over time. 

[AlexArc202508]

Hello,

regarding the ocr capabilities is still unclear than how the field red from receipt or invoice are mapped to the expense entry form, for example we would need invoice number and receipt number but we didn' t find a standard field and a custom one seems not usable because not known by expenseit feature isn't it?  is there a list of valid fields and how to add other fields that should receive the captured content from scanned document?

[KevinD]

@AlexArc202508 I can only speak for OCR on the Expense side of things. It reads the vendor, location, date and amount. For invoices, I'm not sure what all gets read by OCR. 

There isn't any option to customize what the OCR reads, that I am aware of.