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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 Chrome River.

Expense Owner Has Paper Receipts

Submit via Emburse Chrome River 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 Chrome River.

  • 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.

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

  • If PDF, it will split pages.

  • Images attached to report header.

  • 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 Chrome River

  • 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.

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