OCR extraction
Reading a receipt or bill image into fields (vendor, date, total, tax). The app always shows you the result to confirm before saving.
In Solo Superstars
Available on Expenses › New › Snap and Bills › New › Snap or Upload. Extraction pre-fills the form; nothing is saved until you confirm, even when the confidence is high.
Example
A photo of a $340 supplier invoice fills vendor, date and total; you pick the account and save.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- snap
- receipt scanning
- document AI
Related
- Receipt — Proof of a purchase you already paid. In the app, the photo or PDF attached to a quick expense or bill.
- Quick expense — A purchase you already paid for, entered in one screen. Books the expense straight against your bank account and skips accounts payable.
- Bill — An invoice a vendor sent to you. Recording it books the expense; paying it clears the payable.
- Approval — A change Alison has prepared but will not apply until you say yes. Approving posts it; rejecting discards it and she remembers why.