The expense receipt OCR capture feature streamlines documenting and managing employee expenses by converting physical receipt images into digital data. By utilizing OCR, employees can effortlessly submit their expense receipts via email, and the system will automatically process the information, reducing manual entry errors and saving valuable time.
To enable the expense receipt capture feature via OCR, please reach out to support@peakflo.co to activate this functionality within your system.
Now, let's see how it works:
1. Employees can send their expense receipts to the OCR email address which can be found by clicking the "ADD NEW" at the top right of the "My Expenses" tab under "Expenses".
2. Copy the email address and send the receipt file to through the email ID. Employees will receive a confirmation email stating the receipt is submitted for OCR processing, like in the image below.
3. A new "General Expense" will be added under "My Expenses".
The details that will get captured via OCR are:
- Merchant: The name of the merchant from whom the expense was incurred.
- Date: The date on which the expense was incurred.
- Amount: The amount on the receipt.
- Source Currency: The currency in which the receipt was issued.
- Total Amount: The total amount in your currency.
4. Employees can fill out the other information as mentioned in the article, "How can employees add expenses in Peakflo?" and hit "Save".
5. Employees will receive an email confirming the Expense has been added.
