You can configure the parameters that will be validated in your receipts. The basic information that the app searches for are Date, Vendor Name, Currency, and Total, but you can change the configuration to be able to make a more strict validation.
1. Go to the Management page.
2. In the “Receipt configuration” tab, activate the switch next to “Countries” to enable the intelligent reading of receipts (by OCR).
To use this feature, your commercial consultant must activate the “Allow receipts” function in ACS.
3. When you turn on the switch, AxosMoney will launch a window asking if you want to activate the OCR system (Optical Character Recognition system). To proceed, you need to accept the terms and conditions. When checking the box, it enables the button “Activate.”
4. Once activated, you must click the country from which you wish to enable the intelligent reading of receipts.
5. When you click on the country, it will display a list of usual information fields in a receipt. The fields highlighted in gray cannot be modified. The rest can be activated or deactivated for an OCR search and/or validation.
6. When you modify the fields to search or validate, to keep the changes, click the “SAVE” button, and it will be shown a message saying that your configuration has been saved successfully.
7. If you want to bring the configuration from another country to your current country’s configuration, you need to click the “Import settings” button.
8. Select the country from which you are going to import the configuration and click “SAVE.”
9. Once the configuration from one country to another is imported, AxosMoney will show you a success message.
