Scan a receipt

On the web

1. Open Expenses and click Scan receipt.

   

2. Drop the file where it says Drop a receipt here, or click to browse, or on a phone click Take a photo. Photos or PDFs, several files per receipt.

3. Click Read the receipt. The progress reads Reading the receipt…, Finding the merchant and the date…, Picking out the amounts… and Checking the totals add up….

4. On Check what we read, confirm the Merchant, Amount, Tax, Date, Category (Suggested from the receipt — change it if it's wrong.), Reference (optional) and Paid by. Anything uncertain carries a note such as Reasonably sure — worth a glance. or Hard to read. Please check this yourself. Line items and the Subtotal are shown for comparison.

5. Click Use these details. The expense form opens filled in, with the receipt attached, for you to finish and save.

In the app

1. Tap More, then Expenses, then Scan receipt at the top. The same button sits inside the expense form.

2. Tap Take a photo to use the camera, or From photos or PDF or file.

   

3. Tap Read the receipt, then on Check what we read confirm the Merchant, Amount, Tax, Date and Category.

4. Tap Use these details. The expense form opens filled in, with the receipt attached.

The phone is the natural place for this: photograph the receipt at the counter and it is recorded before it fades.