Expense Reports in Workday® just got easier!
2020R1 allows a delegate (someone who is allowed to input expense reports for another person) to scan a receipt in their own Workday Mobile App and then assign it to someone else. In business terms an executive could give a stack of receipts to an administrative assistant and then that assistant could simply use their own Workday Mobile App and take pictures of all the receipts, but then assign those receipts to the executive’s expense report. This is enabled without any configuration required.
If you use Workday Expenses, you probably have a way to scan receipts. Why would you retrain expense delegates to use this new approach? This new process is the only way to take advantage of Workday's Optical Character Recognition (OCR) features which allows Workday to read the information on a receipt and auto-fill those fields into Workday directly form the mobile app.
It is our recommendation that expense receipt scanning and OCR for expense reports should be used together. To do so you must opt into Mobile Receipt Scanning, which is a fairly simple.
The OCR will fill out the date, amount, and merchant fields right now. This should greatly reduce the time spent entering each expense by adopting this new process. Workday is working on supporting additional fields and languages (English is only supported today) which will automatically become available to you.
If your company would like to help Workday roll this out to more countries and languages you can sign up for their Innovation Services agreement via Workday Community and become an early adopter.
Adopting this feature can help your organization manage expenses more efficiently by utilizing Workday's new OCR capabilities which can drive efficiency across your organization and improve the user experience for individuals with a high volume of expenses.
