Configuring Scan Configurations

Objective

After completing this lesson, you will be able to configure a scan configuration.

Scan Configuration Overview

The Scan Configuration tool allows you to specify the parameters, records management settings, and alerts that the Expense receipt processor will use. After you create a scan configuration, the Expense Receipt Processor tool updates the Receipts Received flag data linked to a report.

The image displays a Receipt Handling configuration screen. It shows several tabs including Receipt Limits, Payment Hold Configurations, Scan Configurations, Receipt Imaging, and Approved Senders. There are three buttons labeled New, Save, and Remove. One listed alert named VAT/Cash Advance Return Alert appears in the table. The table also shows details such as receipt required, subject to policy, has an exception, exception level at least, exception total at least, and contains exception codes.

Configure a Scan Configuration

To add a scan configuration:

Steps

On the Receipt Handling page in Expense Admin, select the Scan Configurations tab.
Select New. A new row appears ready for input. Enter the required information, set the alerts criteria as appropriate, and then select Save.
Once you've created the scan configuration, an administrator with Unrestricted permissions must assign it to a policy.

Summary

Scan Configurations set parameters for the Expense Receipt Processor.
Define parameters, records management, and alerts.
The Expense Receipt Processor updates the "Receipts Received" flag.
After creation, an administrator with Unrestricted access must assign the configuration to a policy.
Configure alerts to notify users or administrators of specific events.

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