We use OCR to process our incoming invoices but it doesn't populate our projects. Is this a deficiency in the product or a lack of configuration on our part?
TIA.
Can OCR identify projects?
Userlevel 5
+1
It populates project when tied to a Purchase Order. It does not tie to a subcontract yet. This is on our roadmap. We are also working on some things related to Single Project/Document flag to simplify the process.
It populates project when tied to a Purchase Order. It does not tie to a subcontract yet. This is on our roadmap. We are also working on some things related to Single Project/Document flag to simplify the process.
So it sounds like what you’re saying is that the OCR will identify a purchase order and then use that info to link to a project. But if we don’t use purchase orders for every transaction we’re out of luck. We are a construction business and rely on subcontracts. It seems like a lot of work to have to then create a PO for each subcontract AND get our vendors to reference both a project AND a PO.
Userlevel 6
+2
Hi
We are currently working on the overall analysis of the AP Document Recognition tool, and the handling of Project related information. I do not have a specific release assigned for those, but you can look at other ideas and vote/add comments under this related item;
We appreciate your participation and activity within the Community.
Thank You.
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