Using Itemize from the desktop browser

You can use Itemize from the desktop browser.

  1. Log on to Expense Management with a user having the role ‘OCR Receipts: Role’.
  2. Click Upload Receipts Only to upload receipts.
  3. Click Available Expenses tab.
    Note: An OCR transaction is created for the upload.
  4. Click Refresh to view the status of the receipts in the OCR process. The possible values are:
    • Initialized: Receipt is uploaded to Infor.
    • Uploaded: Receipt is transferred to Itemize
    • Complete: Receipts OCR completed and ready for attachment
    Note: The OCR processing time in the Complete status varies based on the type of the receipt, the image quality, and the Itemize account type.
  5. Ensure the OCR data (purchase date, amount, expense and payment types, merchant) match that of the uploaded receipt image when the transaction is in Complete status.
  6. Select transactions with the Complete status and click Attach to New Expense to create a new expense or Attach to Existing Expense to add to an existing document.
  7. Verify that the expenses are created for the document based on the selected OCR transactions.
  8. Verify that the corresponding receipts are automatically attached to the newly created expense line items.