What is the Optical recognition (OCR) feature?

The OCR feature helps reduce manual data entry by extracting information from a receipt to prefill the transaction details. It automatically matches receipts emailed to your Soldo document library with the relevant transactions, and scans uploaded receipts for quality and consistency. Here’s how it works:

1. The employee takes a photo of a receipt or invoice using their mobile device or scanner.
2. The image is uploaded to the mobile app or emailed to the Soldo document library.
3. If the image was emailed to the Soldo document library, the OCR automatically attaches it to the relevant transaction.
4. Once the image has been attached, the OCR scans it for image quality and to make sure it’s a match.
5. The OCR notifies the employee if the image is low quality or doesn’t match the transaction so they can upload it again.
6. The OCR automatically populates the VAT rate field in the transaction details, reducing the need for manual data entry.
7. The employee reviews the details and makes any necessary adjustments before submitting the expense for approval.