Autoscan Receipts

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

You can upload your receipts in multiple ways.


Autoscan Receipts

If autoscan is enabled in your organisation, once you upload the receipts, they will be scanned automatically in Zoho Expense. You can drag & drop the receipts in the Drag & Drop Receipts section of the Home page or upload receipts from your computer or cloud accounts.

While autoscanning the receipts, Zoho Expense fetches the following essential details:

Date Amount Merchant name Currency
Payment mode

To view the receipts for which the autoscanning is in progress, navigate to Expenses module. You can also view the scan-failed receipts here.
Auto-scan Receipts
The receipts will also be auto-categorised. The first expense with a new merchant will have to be categorised manually in an organisation. Subsequent expenses containing the same merchant will be auto-categorised 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

Upload Receipts from Your Computer or Cloud Accounts

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:

Zoho WorkDrive Zoho Docs Evernote Google Drive
Dropbox Box OneDrive

To upload receipts from computer:

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

To upload receipts from your cloud accounts:

  1. Go to Home or Expenses on the left sidebar.
  2. Click anywhere in the Drag & Drop Receipts section.
  3. In the pop-up that appears, select a cloud account from which you want to upload receipts.
    Upload Receipts from Cloud
  4. Click the Authenticate button to provide access to the files in your cloud account.
  5. Select the receipts and click Attach.

Note: If autoscan is not enabled in your organisation, all the uploaded receipts will be listed as unexpensed receipts. To view the unexpensed receipts, go to Expenses > click View in the yellow band at the top of the page.

View Unexpenses Receipts

Upload Receipts Using Chrome Extension

You can clip a portion of any webpage and upload it as a receipt to your Zoho Expense account using the Chrome extension.

Prerequisite: You must use a browser that uses Chromium as its browser engine.

  1. Download the Zoho Expense Chrome extension. Download Chrome Extension
  2. After the download, the Zoho Expense extension icon will appear next to the address bar on top of the browser. Click the Zoho Expense extension icon and click + Add Receipt. Download Chrome Extension
  3. Click and drag on the screen to clip a portion of the webpage that has a receipt.
  4. Click Upload. The receipt will be uploaded to Zoho Expense.
  5. If your receipt is in the image format, right-click on the image.
  6. Click Send To Zoho Expense and the receipt will be automatically uploaded to Zoho Expense.

Note: You can also access the extension by right-clicking on any portion of the page. Select Zoho Expense. Click Clip and Send or Send Visible Region and your receipt will be uploaded to Zoho Expense.


Email Receipts to Your Account

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

  1. When you log in to the organisation you’re invited or when you create a new organisation in Zoho Expense, a receipt forwarding email address will be created for you.
  2. You can send receipts from any email address to your receipt forwarding address. The receipt forwarding address is unique to every user. If autoscan is enabled in your organisation, the receipts sent to this address will be autoscanned and converted into expenses.
  3. If you want to update the receipt forwarding address, go to My Settings > Preferences > Update.
    Receipt Forwarding Email Address
  4. Enter the new receipt forwarding address and click Save.

Notes:

  • You can upload an attachment that is a maximum of 15MB per email. If there is more than one attachment, every attachment will be created as an expense.
  • Only the respective user can update the Receipt Forwarding Email Address.

Attach Multiple Receipts to an Expense

You can attach a maximum of 5 receipts to an expense, of 7 MB each. You can attach receipts in selected receipt formats. To attach:

  1. Go to Expenses on the left sidebar.
  2. Click the expense for which you want to attach receipts.
  3. Click Attach receipts from computer or cloud or click anywhere at the left hand side of the expense creation page. You can attach the receipts from computer or from your cloud account. Attach Multiple Receipts to an Expense
  4. You can attach the receipts individually or if you have multiple receipt images, you can select them at one go and upload them. To upload multiple receipt images from computer, press and hold the Shift key and Down Arrow together to select the receipts. Click Open and the receipts will be added to the expense. Attach Multiple Receipts to an Expense
  5. Click Save and Close to save the expense. The receipts will be attached only when you save the expense.
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