OCR

Configuration

Access: Application config → Apps management → Axelor mobile settings → activate the HR and Data Capture modules

1. Activate modules: remember to activate the necessary modules, such as the HR and Data Capture modules.

2. Expense line data capture settings: select the settings that will be used when OCR will be reading expense reports.

Process

Open the Expense Line menu in the Human Resources module. Create a new line.

Access: Human Resources → Expense lines → click on + to create a new expense line

1. Justification: add a photo or upload a file to add a receipt.

2. Template: a template is generated. Add information to the template.

3. Validate template: click on the “Validate template” button to validate the data and generate the expenses.

info

An alert message will appear if there are any anomalies in the template.