AI Receipt Recognition
Uploading a Receipt
To use AI receipt recognition, navigate to the Receipts page and click the Upload button. You can upload a photo taken with your phone or a scanned PDF document. The system accepts common image formats (JPG, PNG) and PDF files. Once uploaded, the AI processing begins automatically.
AI-Extracted Information
The AI analyzes the uploaded receipt and extracts key information including the total amount, date of the transaction, the name of the institution or vendor, and any reference numbers present on the receipt. This information is displayed for your review and can be edited if the AI made any errors.
Automatic Project Matching
When a receipt contains a reference number that matches an existing project number, the system automatically links the receipt to that project. This saves time and reduces manual data entry. Matched receipts appear in the project's Receipts section for easy access.
Manual Matching
If a receipt cannot be automatically matched to a project, or if the automatic match is incorrect, you can manually assign it. Open the receipt detail, select the correct project from the dropdown, and save your changes. This ensures all receipts are properly linked to the right projects.
Receipt Statuses
Receipts go through several statuses during processing. Pending means the receipt has been uploaded but not yet processed. Processing indicates the AI is currently analyzing the receipt. Matched means the receipt has been successfully linked to a project. Failed indicates that the AI could not extract the required information, and the receipt may need to be entered manually.