All Methods for Adding Receipts as an Expense Owner or a Delegate

Listed below are all the different ways an expense owner or a delegate can add receipts in Emburse Enterprise.

Expense Owner Has Paper Receipts

Submit via Emburse Enterprise or CR SNAP Apps

• Crop, rotate, data extract, creates one or more transactions + credit card auto-merge.

Submit via Snap & Send email

• Crop, rotate, data extract, creates one or more transactions + credit card auto-merge.

• If PDF, it will detect whether text- or image-based.

• Image-based: It will split pages (If your organization has deactivated this feature, only single-page image-based PDFs will be split into individual receipt images).

• Text-based: It will see entire PDF as one receipt.

• Replace subject line of email with amount and/or currency code to override amount and/or currency extracted via OCR.

Scan receipt(s) and…

• Upload into Emburse Enterprise.

• To expense report header

• Crop, rotate, data extract, creates one or more images + auto-matches to existing credit card/line item(s) on report.

• If PDF, it will split pages.

• To line item

• Rotate and data extract. Data will not be presented to the user but will be used for future back-end services.

• To Receipt Gallery

• Crop, rotate, data extract, creates one transaction + credit card auto-merge.

• If PDF, it will detect whether text- or image-based.

• Image-based: It will split pages (If your organization has deactivated this feature, only single-page image-based PDFs will be split into individual receipt images) .

• Text-based: It will see entire PDF as one receipt.

• Attach to an email and add the expense report ID to subject line

• Crop, rotate, data extract, creates one or more images + line item auto-match

• If PDF, it will split pages.

• Images attached to report header.

• Attach to an email and put amount and/or currency code in subject line to override amount and/or currency extracted via OCR

• Crop, rotate, data extract, creates one or more images + line item auto-match.

• If PDF, it will split pages.

Scan receipt(s) and cover page in a packet and…

• Email receipts using cover page

• Crop, rotate, data extract, creates one or more images + line item auto-match.

• If PDF, it will split pages.

• Images attached to report header.

• Fax receipts

• Crop, rotate, data extract, creates one or more images + line item auto-match.

• If PDF, it will split pages.

• Images attached to report header.

Expense Owner Has Digital Receipts

Upload to a line item

• Rotate and data extract. Data will not be presented to the user but will be used for future back-end services.

Upload to expense report header

• Crop, rotate, data extract, creates one or more images + auto-matches to existing credit card/line item(s) on report.

• If PDF, it will split pages.

Upload to the Receipt Gallery

• Crop, rotate, data extract, creates one transaction + credit card auto-merge.

• If PDF, it will detect whether text- or image-based.

• Image-based: It will split pages (If your organization has deactivated this feature, only single-page image-based PDFs will be split into individual receipt images).

• Text-based: It will see entire PDF as one receipt.

Submit via Forward & Forget

• Crop, rotate, data extract, creates one transaction + credit card auto-merge.

• Handled just like a text-based PDF sent via Snap & Send: Entire image is treated as one receipt.

• Replace subject line of email with amount and/or currency code to override amount and/or currency extracted via OCR.

Uber/Lyft/AMEX Real-Time Notifications/etc.

• We don’t run OCR here.

Delegate Has Paper Receipts

Submit via Snap & Send by putting the expense owner’s email address on the subject line

• Crop, rotate, data extract, creates one or more transactions + credit card auto-merge.

• If PDF, it will detect whether text- or image-based.

• Image-based: It will split pages (If your organization has deactivated this feature, only single-page image-based PDFs will be split into individual receipt images).

• Text-based: It will see entire PDF as one receipt.

Scan receipt(s) and…

• Upload into Emburse Enterprise

• To Receipt Gallery

• Crop, rotate, data extract, creates one or more images.

• If PDF, it will split pages.

• Select desired images and click CREATE REPORT.

• Line-item data will be populated automatically.

• To expense report header

• Crop, rotate, data extract, creates one or more images + auto-matches to existing credit card/line item(s) on report.

• If PDF, it will split pages.

• To line item

• Rotate and data extract. Data will not be presented to the user but will be used for future back-end services.

Scan receipts and cover page in a packet and…

• Email receipts using cover page

• Crop, rotate, data extract, creates one or more images + line item auto-match.

• If PDF, it will split pages.

• Images attached to report header.

• Fax receipts

• Crop, rotate, data extract, creates one or more images + line item auto-match.

• If PDF, it will split pages.

• Images attached to report header.

Delegate Has Digital Receipts

Submit via Forward & Forget by adding the expense owner’s email address on the subject line

• Crop, rotate, data extract, creates one transaction + credit card auto-merge.

• Handled just like a text-based PDF sent via Snap & Send: Entire image is treated as one receipt.

Upload to a line item

• Rotate and data extract. Data will not be presented to the user but will be used for future back-end services.

Upload to expense report header

• Crop, rotate, data extract, creates one or more images + auto-matches to existing credit card/line item(s) on report.

• If PDF, it will split pages.