The following information is mapped to their respective Expense Entry boxes:
- Date: The Scanned Receipt date is mapped to the Date box. Note that if the date returned from the scan falls outside of the Report Date a message is displayed.
- Gross Amount: The Receipt total amount including Taxes (excluding Tips) is mapped to the Gross Amount box.
- Payment Method: Supported payment methods are VISA, Mastercard, American Express, Discover, ALIPAY, WE CHAT, CASH & Debit. If another payment method is used then the System Default is shown.
- Currency: Supported currencies are USD, EUR, GBP, AED, CHF, AUD, HKD, JPY.KRW, RMB, BRL, CAD otherwise the System default currency is used.
- Tax: Only Total Tax is mapped to the No Tax box. Note that if the user selects a Tax Group, it will override the one returned from the scan and the Net Amount will be recalculated.
- Establishment: The name of the establishment is captured from the receipt Title and returned within the Memo box.
- Expense Category: Currently only the following Expense Categories are captured and returned within the Memo box:
- Transportation-Rideshare/Uber/Lyft/Taxi
- Meals/Individual Meals While Travelling
- Travel Expenses/Hotel
Note: Some scanned results such as Tax and/or Tip are hidden until you select an Expense Item.
Caution: Capturing an acceptable quality image of your receipt is necessary to ensure that the OCR can successfully read the information. It is also important for you to verify the Expense Entry for accuracy before submitting your Expense Report.