Let’s begin a streamlined document-handling workflow using SMARTexpense. The process in SMARTexpense is that Business Central receives incoming documents.
If OCR (artificial intelligence) is used to read the data from the documents, the document will initially appear in the “OCR Service” tile and will then move to “Received” once the information has been extracted. From here, the document can be sent to an approver and thereby enter the approval flow before moving to the “Ready” tile — or it can move directly to “Ready” without involving the approval flow.
You will now be guided through the following areas:
Tip
Before starting the setup of SMARTexpense, we recommend creating a new general journal and a dedicated number series that will exclusively handle the posting of entries related to SMARTexpense.