Your First Scan: Submitting a Receipt via the Mobile App

This guide walks you through the fastest and easiest way to capture an expense using the Receiptflow mobile app: taking a photo.

Prerequisites

• You must have successfully created your Receiptflow account (See: Creating Your Receiptflow Account.${color}[#000000]()

You must have the Receiptflow app installed and be logged in (See: )Downloading, Installing, and Logging into the Mobile App.)

• You must grant Camera Permission when prompted the first time you use the scanning feature.

Step 1: Start the Scan Process

1. Open the Receiptflow mobile app.
2. On the main screen, tap the Bottom-Center Floating Icon (the + or camera symbol) to initiate the scan.

Step 2: Select Document Type and Capture

1. A prompt will appear asking you to select the document type:

• Choose Costs (for expense receipts) or Sales (for sales invoices/documents).

2. Capture the Document:

• Place the receipt on a flat surface with good lighting.
• Choose the Manual or Auto Capture option (if available) to take the photo.
• (First-time users will see helpful on-screen guidance during this step).

Step 3: Review and Edit Extracted Data

Once the image is captured and uploaded for processing, you will be taken to the documents list screen.

1. Review Data: Check that the extracted Supplier Name, Date, and Total Amount are correct.
2. Make Amendments: If required, tap any field to manually edit or add details like Category, Client, or Project to accurately code the expense.
3. Once satisfied with the image and the extracted data, click Next to proceed.

Step 4: Final Submission

After reviewing and clicking 'Next', you will reach the final submission screen.

• To send the expense to your Receiptflow portal for approval and syncing, click Submit.
• If you have more receipts to process immediately, click Keep Scanning to start the camera again.

Your expense is now available in the Receiptflow portal!

Updated on: 17/11/2025