Overview

Expense Receipt Digitization is a workflow that captures employee expenses from photos, scans, or PDFs; extracts merchant, amounts, tax, and payment method; and auto-categorizes transactions against an expense policy.

It supports end-to-end expense intake — receipt capture, field extraction, totals validation, categorization, and policy compliance checks — in one streamlined workflow.

What you get: a structured table of extracted expense fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Expense Receipt Digitization.

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When to use Expense Receipt Digitization

Use this workflow when you need to process employee receipts quickly and consistently, including:

• Extracting expense details from receipts in varied formats (photo, scan, PDF)
• Identifying the merchant/vendor and transaction date
• Capturing itemized totals (subtotal, tax, tip) and verifying the total
• Capturing payment method (cash/card/transfer) where available
• Categorizing expenses (meals, travel, lodging, office supplies, etc.)
• Flagging potential policy issues for review (missing VAT, out-of-policy categories, missing required fields)

Step-by-step usage

1. Navigate to Workflows > Template gallery and select Expense Receipt Digitization.
2. Upload the receipt images/scans or PDFs (one receipt per file is ideal).
3. (Optional) Upload supporting documents (e.g., travel approval, invoice, vendor quote) if required by policy.
4. Click Run to begin extraction and categorization.
5. Review extracted fields and edit anything that is incorrect (especially totals and category).