How to Scan and Verify Receipts (Mobile App)
Want to get started quickly? Watch this short tutorial or follow the streamlined guide below:
Watch the 2-minute scanning walkthrough
Step-by-Step Guide
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Open the Receipts Screen
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Launch the Foreceipt mobile app. The Receipts screen appears by default. Tap the big "Scan" button at the bottom to initiate a new scan.
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Capture the Receipt
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Ensure you're in a well-lit area, center the receipt within the camera frame, and follow the on-screen guidance to get a clear capture.
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Review the Scanned Receipt
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Once scanned, the receipt will appear in the Recent list labeled as Unverified. Tap it to open the review/edit screen where AI-extracted details are displayed for your validation.
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Verify and Adjust Details
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Review the automatically parsed fields—such as date, merchant, and amount—and make any necessary edits. Once confirmed, simply save or confirm to complete.
Why It Matters
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Accurate Records: Ensuring AI-extracted data is correct helps maintain precise expense tracking.
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Efficient Workflow: The intuitive review screen streamlines error correction immediately after scanning.
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Reliable Future Searches: Verified receipts become searchable and citable in reports later on.
Quick Reference Table
| Step | What to Do |
|---|---|
| Scan a receipt | Tap the Scan button on the Receipts screen |
| Capture clearly | Use good lighting and center the document |
| Find Unverified | The new scan appears as "Unverified" |
| Review and edit | Tap the entry, verify or adjust fields, then save |