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How to OCR Expense Statement

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[Music] hello and thanks for watching this accumattica video from Cloud9 Erp Solutions in this video were going to talk about expense receipts and how to capture one on your mobile device now if you search through our videos youll find weve gone over this once before but with academaticas Advanced expense receipts can recognize the receipt and fill in a lot of the information for you making expense receipt capturing much quicker so just to set this up right now were looking at our expense receipts here in the accumattica web Erp so right now were looking at acumatica through web browser and what we can see here is a list of expense receipts so if we go into one of them you could see lodging during training flight to on-site training we click on one we can open it up and see the information of what were trying to capture here so we have a date we have an expense item these are non-stock items that you classify as expenses in the system so this is one of the categories hotels and

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How do you write an expense statement?

How Do You Create an Expense Sheet? Choose a template or expense-tracking software. Edit the columns and categories (such as rent or mileage) as needed. Add itemized expenses with costs. Add up the total. Attach or save your corresponding receipts. Print or email the report.

How do I create a new report in Concur?

To create a new expense report, navigate the Concur home page as per your preference to docHub the Expense page. Once in the Manage Expenses page, click the +Create New Report box.

What is OCR receipt?

Receipt OCR is a software technology that scans receipt images and digitizes the receipt into meaningful and structured data that other software can understand. The data commonly includes in OCR (optical character recognition) receipt recognition are the total amount, tax amount, date and merchant name of the receipt.

How do I submit an expense report on docHub app?

Step 1: Download the docHub Mobile app on your iPhone, Android or Windows mobile device. Step 2: Login to the app with your docHub username and password. Step 3: Tap the yellow Add Receipt button and take a photo of your receipt. Step 4: Tap the Autofill button, and then enter the remaining expense details.

How do I edit my docHub?

Step 1: On your account homepage, select More Items under My docHub Wallet. Step 2: Click View Details to expand details for all rows, or an individual arrow to expand a single row to the detailed view. Step 3: Click Edit Item for the specific receipt line. Step 4: All fields will be available for changes.

How do I add a second receipt to docHub?

Step 1: On your docHub account homepage, under Add Receipts, click Upload. Step 2: On the Add Receipts and Expenses page, select Choose Files. Step 3: Select the receipt images from your computer. Click Open once you have selected all the receipt images you want to upload.

How do I create a new expense report in docHub?

Creating a New Expense Report Step 1: Add receipts and expenses to your docHub Wallet. Step 2: Select New Expense Report. Step 3: Select one of the options provided. Step 4: On the next page, complete all of the bold fields. Step 6: On the My Expense Report page, review the expense report.

What is an expense statement?

An expense report contains a categorized and itemized list of expenses that were made on behalf of the organization. This report helps the employer or finance team determine what money was spent, what was purchased, and how much of the expenditure is approved for reimbursement.

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