Scan a Receipt
There are a number of ways that you can add expense items in to the app, including scanning receipts, importing from Photos, choosing a PDF from Files or entering an item manually.
This article will explain how to add an item by scanning a receipt.
(The receipt scanning feature is available on iPhone and iPad)
Instructions
1 - Open the 'Add Item' Menu
Press on the '+' icon in the bottom right corner of the screen. This will show the list of menthods to add a new expense item. If you are on an iPad, the 'Add expense item' options may be visible on the screen below the chart view.
2 - Choose 'Scan Receipt'
Tap on the 'Scan Receipt' button. The receipt scanner will appear on your screen. You may be asked to allow access to the camera the first time using the receipt scanner feature.
3 - Hold Over the Receipt
Hold your device over the receipt, so that it appears clearly in the scanner preview. Make sure that the whole receipt is visible, in good lighting and can be read clearly.
4 - Scan the Receipt
Once the scanner is able to clearly see your receipt, the 'Scan' button will become available. Press the 'Scan' button to capture the receipt.
The app will automatically crop and correct your scan to adjust for perspective.
5 - Processing
Your scanned receipt will then automatically be processed. During this time, the receipt is analysed and will automatically detect the item total, merchant name, receipt type, transaction date and more.
We can NOT guarantee the accuracy or completeness of these results and it is very important that you check this manually after the processing is complete.
6 - View/Edit Item (Optional)
Once processing has completed, the details view of the new expense item will appear. A copy of the scanned receipt will be saved to the item's attachments area.
You can view the extracted data and add/edit the details of this item, such as assigning tags, adding attachments, changing the date and more.
7 - Return to List View (Optional)
Once you have made any changes, you can return to the list of expense items by swiping down from the grey area at the top, tapping the grey area at the top or pressing the 'Done' button at the bottom of the screen. All changes are saved automatically.
