What is the Optical recognition (OCR) feature?

Product Team

06 November 2023 11:35
Updated

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:

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

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