PSA offers the Optical Character Recognition (OCR) technology to support the Expense Reporting module, allowing the reading and capturing of the receipt information attached to the entry by clicking the OCR Scan button which will recognize the information and populate the corresponding Expense Entry boxes.
If you are interested in using this functionality, contact your PSA Project Manager or Customer Success Manager to discuss your needs further. Once the configuration is completed by the Upland team, the OCR feature will be turned on for your organization by default. The Master Administrator can turn it off at any time from the System Configuration page.
This article details how to turn on the OCR Integration for your organization.
Caution:
- The change(s) made on this page will only be visible upon the User's next login.
- Only the Master Administrator User Profile has access to the System Configuration page.
- From the Icon Bar click Setup
. - From the Navigation Menu click Organization.
- From the menu click System.
- From the System page click the System Setup button to access the System Setup page.
- From the System Setup page, click the System Config button.
- You can turn off the OCR Integration by clearing the box or turn it on by selecting it.
- Click Back to return to the previous page.