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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Receipt Scanning for Expenses

Steps: Set Up Receipt Scanning for Expenses

Set up expense items and expense reports.
You must subscribe to Innovation Services to use this feature. Contact your Customer Success Manager to request the Innovation Services Addendum (ISA), or see Workday Innovation Services in the Workday Community for more information.
You can enable workers to scan receipts through the Workday mobile app and automatically create quick expenses to include on their expense reports.
  1. Configure the
    Self-Service: Receipt Scanning
     domain in the Expenses functional area.
  2. Access the
    Innovation Services Opt-In
     task.
    On the
    Available Services
     tab in the
    Financials
     category, select the
    Receipt Scanning for Expenses
     service.
    Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
  3. (Optional) Access the
    Maintain Innovation Services Data Selection Opt-In
     task.
    On the
    Financials: Receipt Scanning for Expenses
     service, select the opt-in check boxes for the categories for which you want to contribute data. You must opt in to at least 1 category to enable the service.
    Security:
    Manage: Innovation Services
     domain in the Innovation Services functional area.
In the Workday mobile app, you can scan receipts in:
  • PDF, JPG, TIFF, and PNG file formats.
  • Several languages without restrictions for countries or locales. Example: French in France and Canada.
Workday scans the receipt and creates a quick expense with details such as:
  • Amount
  • Currency
  • Date
  • Merchant
Access the
Innovation Services Summary
 report (secured to the
Manage: Innovation Services
 and
View: Innovation Services
 domains) to view service opt-in status and last-modified information, and to access the service descriptions on Workday Community.