Exploring Capture Processing

Invoice Capture is an optional feature that supports optical character recognition (OCR).

Invoice Capture offers three options for managing capture processing:

• Concur Managed: Managed, fee-based, where SAP Concur staff performs the verification of OCR results on behalf of the client.
• Client Managed: Free, client-managed feature of Invoice Management that lets the client self-manage the verification of OCR results.
• Dual Support: When a client uses both Concur Managed and Client Managed options simultaneously.

The user interface offers options to work with both Concur-managed and Client-managed Invoice Capture types. It is designed to allow easy identification, set-up, and management of either capture type or both management types simultaneously.

For each method, the client provides suppliers with a unique SAP Concur-issued e-mail to which invoices can be sent. Alternatively, the invoices can be mailed, scanned, and uploaded. From there, the system performs OCR. Either the client or SAP Concur staff verify OCR results, after which each invoice is saved and advanced to the beginning of the workflow process.

Clients using Concur Managed or Dual Support (Concur-Managed and Client-Managed) can process their invoice batches.

For a user to access the Invoice Capture configuration page, the administrator must assign the Is Invoice Admin? Permissions to the appropriate users under the User Accounts section.

• Understand Capture Types: Choose from Concur Managed, Client Managed, or Dual Support for OCR-based invoice processing and verification.
• Invoice Submission Methods: Suppliers can email invoices to an SAP Concur-provided address or mail, scan, and upload them for OCR processing.
• Verification Process: OCR results are verified by either SAP Concur staff (managed) or the client (self-managed) before advancing workflows.
• Permission Requirements: Administrators must assign the "Is Invoice Admin?" permission for users to access Invoice Capture configuration.