Scan a receipt and save the expense
Read a receipt into a draft, correct its details and finish in Add expense.
On this page
Use one clear receipt and check that the expense has not already been booked. The scanner accepts JPEG, PNG, WebP or PDF up to 16 MB.
Step 1: Open the scanner
Open Accounting > Expenses. Expand More accounting tools when needed and choose Scan a receipt. Choose a Receipt image or PDF, then select Extract details.
Step 2: Check the draft
Compare Merchant / description, Total amount (USD), Receipt date, Property and Account with the original. Fill missing fields and choose the correct expense account. Read the currency notice; no currency conversion is performed.
Step 3: Finish in Add expense
Choose Continue to Add expense. Review the remaining fields and receipt attachment, then save the expense. If the file did not carry over, attach it again before saving.
Step 4: Check the result
Find the saved expense and open its receipt. If the expense saved but the receipt failed, attach the receipt to that record instead of creating another expense.
Use a readable source
Upload one complete receipt at a time, with the merchant, date and amount visible. Use bright, even light and a flat page; avoid blur, glare and shadows. Faded print and handwritten totals need extra checking.
Keep quotes separate from the final receipt. For a zero-balance invoice, confirm the amount actually paid from the original records. For a bill covering several periods, confirm the intended dates and allocation before saving.
If extraction is incomplete
If automatic extraction is unavailable, enter the details from the receipt. Correct a missing date or amount yourself. For another currency, enter a reviewed USD amount; the scanner does not calculate the conversion.
For an error, read the message, check the file format and size, and try a clearer file or Add expense manually. Choosing a file or extracting details does not save an expense.
Availability and privacy
Follow the access or availability message in your account. This guide does not promise free or unlimited scans. Upload only the document needed for the expense and review Rentari's privacy information before providing sensitive material.
Check the result
- The expense is saved only after the final save, with reviewed details and a checked receipt attachment.
FAQs
Can I upload an iPhone HEIC file?
Use JPEG, PNG, WebP or PDF in this web scanner. Convert an unsupported format before choosing it.
Does the scanner pick my payment account or itemize the bill?
This review form shows the merchant, total, date, property and Account. Do not assume it matched a payment account, memo or itemized expense split. Account is the expense category, not the payment account.
Does scanning book the expense?
No. Review the draft and complete the save in Add expense.
Can I email a receipt instead?
Check the separate receipt-email status in Accounting settings. Opening the scanner does not connect email forwarding.