New Feature! Our receipt scanning feature now uses advanced AI to extract key details such as the date, amount, and merchant more precisely than before. In addition, TripLog now automatically detects and suggests the correct expense category, further streamlining expense entry creation! You’ll also see auto-generated summaries added to the notes section of your expense entries, making it easier to revisit your records at a glance.
Importing Receipts on the web will be easier than ever with Smart Receipt Scanning.
Getting Started with AI OCR Scanning
Navigate to your TripLog Web App
> Open Expense/Transactions
> Select ADD Transaction
> Select AutoFill from Receipt (OCR)
Select Your Receipt for Processing
> Choose File
> Select the Correct File
> Import
Review Your Transaction
If there are possible options for different fields, the AI process will suggest the different options for Amount, Merchant, as well as a brief summary of the selections made and the information about the transaction.
Select any boxes that offer a choice to correct any selections that may need updating or simply for your preferences. All of these options can be overridden for your own choices.
Disabling the AI OCR Tool
If for some reason, you do not want to utilize the AI tools to assist in categorizing your receipt imports, you are able to disable the tool. You will need Primary Admin access. In the Manage Settings Menu, under Advanced Settings, you can check the box to disable the AI assistance in classifying your receipt imports. The OCR functions for reading the Date, Amount, and Merchant will still process; it will no longer summarize the transaction or attempt to classify the transaction.
