Skip to main content

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. 

Regardless of how you add a receipt, Emburse AI may automatically extract key details. When this occurs, affected fields briefly glow during population and then display a sparkle icon to show the value was captured using Emburse AI. See Add Receipt Images to Expenses for complete details.

Expense form with purple glow and sparkle icons showing fields populated automatically by Emburse AI.

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: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

  • 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 Emburse's AI-powered 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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • 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: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

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

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

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • Images attached to report header.

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

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

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • Images attached to report header.

  • Fax receipts

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

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

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • 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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

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: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

    • 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.

  • 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 Emburse's AI-powered 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: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

    • 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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • 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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • 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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • Images attached to report header.

  • Fax receipts

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

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

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

  • 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.

  • 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 detect whether text- or image-based.

    • Image-based: Single-page PDFs with multiple receipts will be cropped into individual receipt images; multipage PDFs will be treated as one complete receipt.

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

Was this article helpful?