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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 that automatically extracts the relevant information from your expense file (eg. receipts, invoices, bills and so on) and removes the hassle of manual data entry. This feature is available on both mobile and web versions of our application.

How to use OCR for Web?

Firstly, you will need to log into MXP.

In the dashboard under Create new Transactions, select “Upload Receipt”.

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You will now be confronted with two options. You can either upload a file or add an expense manually. To use OCR on our web platform, we would select “Upload file” or drag a file from our computer to the screen.

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

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Once a file has been selected and uploaded, OCR will capture the details on the receipt to the best of its abilities. You will now be able to review the information that has been captured.

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Check and edit the fields or select “Reset” to reset the fields to the original results extracted from OCR.

Once you have verified the information, select “Edit full details”. This will take you to another form that checks your expenses against your company’s policies. Depending on your company’s set-up on MXP, you might need to add more details to your expense for validation.

Save your changes, add your expenses to a report and submit them for approval. Once that is done, you can sit back and relax and wait for your expenses to be reimbursed!

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