Scan a receipt and save the expense
Extract receipt details, correct the draft and save the reviewed expense.
On this page
Prepare a readable image or PDF and check that its expense is not already booked.
Upload the receipt
Open Expenses > Scan a receipt. Choose the supported file, wait for extraction and read any format or availability message.
Review every field
Compare Merchant / description, Total amount, Date, Property and Category with the original. Check currency and confidence information.
Save through Add expense
Choose Continue to Add expense, finish the required fields and save. Check the saved row and open its receipt.
Recover an attachment failure
If the expense saved but its receipt failed, attach the receipt to that saved record instead of adding another expense.
Receipt and saved expense
| Stage | What to check |
|---|---|
| Receipt extraction | Compare the draft date, merchant, total and currency with the original. |
| Add expense | Review the property and category before saving the expense. |
| Saved expense | Check the saved row and receipt attachment before creating another record. |
Check the result
- The expense has the reviewed amount, category and rental, with its receipt attached.
FAQs
Does scanning book the expense?
No. Extraction prepares a draft. Only the final expense save records it.
Can I email receipts?
Check the separate receipt-email connection status in Accounting settings. Scanner access does not establish that email forwarding is connected.