Adding expenses using Itemize

You can create expenses by uploading the receipts to Itemize and importing the OCR data in the application.

To create expense using Itemize:

  1. Log on to the Expense Management application.
    Note: You must be assigned to the OCR Receipts:Role.
  2. Click the Upload Receipts Only option to upload the receipts.
  3. Click the 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 the Infor application.
    • Uploaded: Receipt is transferred to Itemize.
    • Complete: Receipts OCR completed. Receipts are ready to be attached to an expense report.
    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) and the uploaded receipt data match, when the transaction is in the Complete status.
  6. Select transactions with the Complete status and click one of these options:
    • Attach to New Expense: To create a new expense
    • Attach to Existing Expense: To add the expenses 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.