Autoscan Receipts

Autoscan is a feature that automatically reads and extracts key information from your uploaded receipts, such as date, amount, merchant, and currency, and uses that data to create expense entries without you having to enter key details manually. Once autoscan is enabled for your organization, you can upload or drag and drop receipts. They will be autoscanned and an expense will be created for them automatically in Zoho Spend. Values for the following fields will be fetched and filled from the receipt:

Date
Amount
Merchant name
Currency
Payment mode

You can edit the expense and add other details if required.

The scanned receipts will also be auto-categorized. The first expense with a new merchant will have to be categorized manually. Subsequent expenses containing the same merchant will be auto-categorized during the autoscan. Autoscanning works best for receipts in the following languages:

Chinese
Danish
Dutch
English
French
German
Italian
Malay
Norwegian Bokmal
Portuguese
Russian
Swedish
Spanish
Thai
Vietnamese

Supported Receipt Formats

The receipts you upload should belong to any of the following file formats:

JPEG (JPG)
PNG
PDF
DOC (DOCX)
TIFF (TIF)
XML
XLS (XLSX)

The receipt you upload for autoscan should belong to any of the following file formats:

JPEG (JPG)
PNG
PDF

Ways to Upload Receipts for Autoscan

You can upload receipts for autoscan using the following methods:

Upload receipts from your device or your cloud accounts
Drag and drop receipts
Email receipts to your organization

Upload Recipts From Your Device or Cloud Account

You can upload receipts from your computer or cloud accounts and expenses will be created for them automatically, if Autoscan is enabled. You can upload receipts from any of the following cloud accounts:

To upload receipts from computer:

Go to Home or Expenses on the left sidebar.
Click anywhere in the Drag & Drop Receipts section.
Click Select file from desktop.
You can attach the receipts individually, or if you have multiple receipts, you can select them at one go and upload them. To upload multiple receipts from the computer, press and hold the Shift key and the Up or Down Arrow key together to select the receipts.
Click Open. All the selected receipts will be uploaded to Zoho Spend.

To upload receipts from your cloud accounts:

Go to Home or Expenses on the left sidebar.
Click anywhere in the Drag & Drop Receipts section.
Select a cloud account from which you want to upload receipts.
Click Authenticate to provide access to the files in your cloud account.
Select the receipts and click Attach.

Drag and Drop Recipts

You can drag and drop receipts from your computer or cloud accounts and expenses will be created for them automatically, if Autoscan is enabled. Here’s how:

Go to Home or Expenses on the left sidebar.
Select the receipts to be uploaded and drag and drop them to the Drag & Drop Receipts section

Email Receipts to Your Organization

All the receipts you have in your mailbox, such as airline, food, and lodging expenses, can be forwarded to your Zoho Spend organization. This feature is helpful when you’re on the move or have a large number of receipts that you can’t upload manually.

When you log in to the organization you’re invited or when you create a new organization in Zoho Spend, a receipt forwarding email address will be created for you. You can send receipts from any email address to your receipt forwarding address. The receipt forwarding address is unique to every employee. If autoscan is enabled in your organization, the receipts sent to this address will be autoscanned and converted into expenses.

To view or update your receipt forwarding address:

Click My Settings on the left sidebar.
Click the Preferences tab.
Click Update in the Email Receipt Forwarding section.
Enter the new receipt forwarding address and click Save.

Note: