How to upload an expense using OCR

What is OCR for Web?

OCR stands for Optical character recognition. It is a technology that we use to automatically extract the relevant information from your expense file (eg. receipts, invoices, bills and so on) and this removes the hassle of manual data entry. This feature is available on both mobile and web version of our application.

Learn more about the benefits of OCR here: Use OCR to scan your receipts in seconds (mobilexpense.com)

How to use OCR for Web?

https://www.youtube.com/watch?v=Dqnc1y5lp0Y

1. Log into MXP.

2. In the dashboard under Create new transactions, select ‘Upload Receipt’.

3. You will have two options. You can either upload a file or add an expense manually. To use OCR, select ‘Upload file’ or drag a file from your computer it to the screen.

   • We support the following file types: .jpg, .jpeg, .png and .pdf.

   • Once a file has been selected and uploaded, OCR will capture the details on the receipt to the best of it’s abilities.

4. Review the information captured. You can edit the extracted text or select ‘Reset’ to reset the input fields to the original results extracted from OCR.

5. Select ‘Edit full details’ to change more information or save this expense.

   • Here, you can also check the compliancy of your expense.

6. Once you have verified the information, select ‘Save’ to save this expense.

7. You can find this expense under ‘My Transactions’, where you get to add it to a report and submit it for approval.

   • Once submitted for approval, you can relax and wait for your expenses to be reimbursed!