How to upload an expense using OCR
OCR, or Optical Character Recognition, is a technology that automatically extracts relevant information from your expense files (such as receipts, invoices, and bills), eliminating the need for manual data entry. This feature is available on both the mobile and web versions of our application.
How to use OCR for Web?
https://www.youtube.com/watch?v=Dqnc1y5lp0Y
Log into MXP.
On the dashboard, under "Create new transactions," select âUpload Receipt.â
You can either upload a file or add an expense manually. To use OCR, choose âUpload fileâ or drag a file from your computer onto the screen.
Supported file types are .jpg, .jpeg, .png, and .pdf.
Once uploaded, OCR will capture the receipt details. Review and edit the extracted text as needed, or select âResetâ to revert to the original OCR results.
Click âEdit full detailsâ to make further changes or save the expense.
Check the expense's compliance and then select âSave.â
Find this expense under âMy Transactionsâ to add it to a report and submit it for approval.
Once submitted, you can relax and wait for your reimbursement!
Discover the benefits of OCR in the articles below: