Use Quick Capture with ICR

You can capture a receipt, and automatically fill in the details in your expense sheets with the ICR functionality.

Note: If your organization allows, you can turn Quick Capture with ICR on or off by toggling the Use ICR for Expenses switch on or off from the Settings screen.

When ICR is enabled, the date of the transaction, description, amount, currency, and receipt may be derived from the photo. Other information, such as job and task, may also be derived automatically depending on your Maconomy configuration.

To use Quick Capture with ICR:

1. Tap , and go to Quick Capture.
2. Place the receipt on a well-lit, flat surface, and preferably on a dark background.

   Position your device accordingly.

3. Tap the camera button then tap Submit to proceed, or the back arrow to retry.

   Alternatively, you can select a photo of the receipt from your camera gallery, or if you are on an iOS device, you can also browse your local and cloud files. Tapping Submit initiates the ICR process.

4. You can also crop, delete, rotate, or combine the photos into a PDF prior to submitting by tapping the appropriate icons.

   Tip: For receipts with more than 1 page, you can capture the pages consecutively, and merge these into a PDF using the icon. This functionality is available depending on your setup. The PDF can be more than 2 MB, and you can combine a minimum of 2 pages and a maximum of 4.

5. On the Select Expense Sheet screen, tap the check mark next to an existing expense sheet to attach the receipt.

   Alternatively, tap + Create New to attach the receipt to a new expense sheet.

6. On the Expense Sheet Line screen, review and modify the expense details as needed.
7. Tap .