Check automatically read details

Office can read an expense file and suggest its details. The screen may call this OCR. It means reading text from a document or photo.

Check the result

1. Open the expense and its original file.
2. Read the processing message.
3. When reading finishes, inspect the detected fields.
4. Compare the vendor, dates, document number, and amounts with the file.
5. Correct any mistakes and continue the normal expense review.

A successful read is not an approval of the expense.

Nothing was read

The office may not have document reading enabled, its monthly allowance may be used up, or the file may still be processing. Read the on-screen reason. You can fill the expense details manually where permitted.

Retry a failed read

If Run OCR again is available, check the file first and then retry. A retry may use the office’s allowance. A clearer original file is usually more useful than repeatedly submitting an unreadable image.

Managers can inspect usage and failed reads in Settings → OCR.