Scanning receipts soon after purchase protects records from fading or getting lost and simplifies budgeting, reimbursement, and returns.
Capture a readable image
Use a flat surface and even light so the merchant, date, and total remain sharp.
- Flatten the paper
- Avoid shadows
- Keep the camera parallel
Review OCR results
Receipt layouts vary, so recognized information should always be checked.
- Verify merchant and date
- Compare subtotal, tax and total
- Correct the category
Create a routine
Scan on the day of purchase and export records regularly to avoid a backlog.
- Use consistent categories
- Review records monthly