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Creating work orders from invoice uploads (OCR document scanning, Beta)

sonic_910
원글 작성자

From https://support.geotab.com/

"Automatically create new work orders by uploading invoices. This feature is currently in beta."

I cannot see how to do this.
I've checked the Beta features in my profile and it is not mentioned
The only options are Create your own or Import existing records, which uses the template.
Is this not available in Australia?
DB version: Version: 11.137.571


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최고 답변

EishiFUN
커뮤니티 관리자

Hey @sonic_910 ,

Thank you for asking your question in our community. Sorry that you ran into that missing feature! I looked into this and found that the feature is behind a feature flag currently being selectively rolled out. The sentence you shared about it being in beta is a little misleading. If you can share the exact link to where you saw that I will reach out to our content team to update that wording.

If you would like access to this feature you can make a support ticket and ask them to turn on the feature flag for this and should have access.

Let me know if you have any other questions. I am happy to help!

Have a good one!
Eishi FUN

답글 2개

EishiFUN
커뮤니티 관리자

Hey @sonic_910 ,

Thank you for asking your question in our community. Sorry that you ran into that missing feature! I looked into this and found that the feature is behind a feature flag currently being selectively rolled out. The sentence you shared about it being in beta is a little misleading. If you can share the exact link to where you saw that I will reach out to our content team to update that wording.

If you would like access to this feature you can make a support ticket and ask them to turn on the feature flag for this and should have access.

Let me know if you have any other questions. I am happy to help!

Have a good one!
Eishi FUN

sonic_910
원글 작성자

@EishiFUN here's the link - https://support.geotab.com/help/mygeotab/maintenance-and-diagnostics/work-order-management/work-orders
Thanks for the followup.

여전히 궁금한 점이 있으신가요?