PARSER GUIDES
Process Receipts
Quick guide to processing receipts and extracting expense data
Turn receipt PDFs or photos into expense data you can review and export.
Create the parser
Click Create Document Parser, enter a name, and choose Invoice. The Invoice parser is designed for invoices and receipts.
guide-guides-process-receipts-01-create-document-parser-invoice.webpRequired PARSER view: Create document parser with Invoice selected for an Expense Receipts parserFuture alt text: Create document parser with Invoice selected for an Expense Receipts parserChoose expense fields
Keep fields such as Receipt Date, Vendor Name, Amount, Tax Amount, Category, and Payment Method.
guide-guides-process-receipts-02-live-receipt-fields.webpRequired PARSER view: What to extract showing common receipt and expense fieldsFuture alt text: What to extract showing common receipt and expense fieldsUpload receipts
Upload clear PDFs or photos. You can add several receipts together.
guide-guides-process-receipts-03-live-receipt-images-upload.webpRequired PARSER view: Upload drawer showing several receipt imagesFuture alt text: Upload drawer showing several receipt imagesCheck and export
Open each receipt and verify the date, vendor, and amount. Then click Export Data to download the expense list.
guide-guides-process-receipts-04-live-receipt-review.webpRequired PARSER view: Receipt open beside extracted expense fieldsFuture alt text: Receipt open beside extracted expense fieldsUse Folders to separate receipts by employee, month, or category.
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