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Scanner

The ExpensePoint Scanner is a powerful digital tool that allows you to capture and convert physical paper receipts and documents into digital formats. This feature simplifies expense recording and management by allowing you to easily upload and attach receipts to your expense reports within the system. It improves accuracy, reduces manual data entry, and ensures that all supporting documents are readily available for verification and compliance purposes. 

 

Accessing the Scanner Feature

The Scanner feature can be accessed from multiple areas of the app.

  1. Access the Camera From the Homepage
    Tap the Camera icon from the bottom menu of the ExpensePoint mobile app.
    Camera icon from the bottom of the ExpensePoint app

  2. Scan a Receipt While Creating an Expense
    If you are creating an expense, you can scan a receipt by tapping the Camera icon within your Expense screen.
    Camera icon in the Expense creation screen

  3. Scan a Receipt in the Receipt Wallet
    If you are in the Receipt Wallet screen, you can tap the camera icon there to scan a receipt.
    Camera icon in the Receipt Wallet screen

Note: If this is your first time using the camera feature or if you haven’t previously granted camera permissions to the app, you will need to enable access. Learn more about camera permissions below.

 

Using the Scanner Feature

  1. Take a Picture of Your Receipt
    Once the camera is open and permissions are granted, take a picture of your receipt by tapping the circle shutter button.
    Circle shutter button in the camera window
                   Example of captured receipt     Take a picture of two receipts at once
    If you are not satisfied with the photo, you have the option to retake it.
    Note: You can photograph two receipts at once, for example, if you have one receipt for the meal and another showing the total including the tip.

  2. Adding a Description
    After capturing the image, you can add a name or description to your receipt. Enter text using the keyboard at the bottom of the screen or add a description by voice. 
    Description field at the bottom of the screen

  3. Adjusting Photo Quality Settings
    You can set a higher photo quality in the app’s settings. Learn more about adjusting your photo quality in this article.
    Settings tab in the bottom right corner of the ExpensePoint app

  4. Uploading Your Receipt
    When you are ready, tap Upload to save the picture to your Receipt Wallet. You can also choose to cancel if needed.
    Upload and Cancel options
    You will receive a notification with a green checkmark once the upload is complete.
                Receipt upload in progress                 Receipt upload complete

  5. Viewing Your Receipts
    After uploading, all your receipts will be visible in your Receipt Wallet. Learn more about the Receipt Wallet in this article.
    Receipts in the Receipt Wallet

 

How to Upload Receipt Images From Your Mobile Album to Your Receipt Wallet

If you have previously taken pictures of your receipts using your phone camera, you can easily upload them to your Receipt Wallet by following these steps:

  1. Select Album
    From the Camera screen, tap the Album icon.
    Album icon in the Camera window

  2. Select Photos
    This will open your phone’s Camera Roll. Browse and select the receipt photos you want to upload.
    Mobile device's Camera Roll

  3. Tap Done
    After selecting the pictures, tap Done to see the pictures in your Receipt Wallet.
    Receipts in the Receipt Wallet

 

 

Camera Flashlight

If the room from where you are taking the picture has poor lighting, you can improve the photo quality by enabling the Flashlight option:

  1. Tap the Flashlight Icon
    From the Camera screen, tap the Flashlight icon.
    Flashlight icon in the Camera window

  2. Additional Light
    This will turn on an additional light to help you capture a clearer, higher-quality picture.