Overview
On the ProcureDesk mobile app, you can upload a receipt directly from the Expenses screen. The app uses OCR to automatically extract key details from the receipt and suggest a matching draft expense for you to link it to.
Prerequisites
Make sure you have access to create Expenses.
Your admin can check or update this by navigating to General Settings → Configurations → Manage Privileges.
Steps
1. Open the app and tap Expenses from the bottom navigation bar.
2. Tap the "..." menu at the top right of the Expenses screen.
3. Tap Upload receipt from the menu that appears.
4. A bottom sheet appears with three options — tap one to proceed:
Camera — take a photo of your receipt
Gallery — select an image from your phone gallery
PD gallery — select from your ProcureDesk gallery
5. Select or capture your receipt image.
6. The app scans the receipt using OCR and extracts the key details — vendor, amount, and transaction date.
7. Review the extracted details and select the matching draft expense suggested by the system to link the receipt.
FAQ
Q: Where do I find the receipt upload option in the ProcureDesk mobile app?
Tap Expenses from the bottom navigation bar, then tap the "..." menu at the top right. Select Upload receipt from the menu.
Q: What sources can I upload a receipt from?
You can upload from your device camera, your phone gallery, or your ProcureDesk gallery.
Q: What information does OCR extract from a receipt?
The app automatically extracts the vendor name, amount, and transaction date from the receipt image.
Q: Why is no matching expense being suggested after I upload a receipt?
The system matches the extracted receipt details against existing draft expenses. If no draft expense closely matches the vendor, amount, and date, no suggestion will appear. Make sure the expense already exists in ProcureDesk before uploading the receipt.
Q: Can I use this feature on desktop?
No. The receipt upload and OCR matching feature is only available on the ProcureDesk mobile app.
Q: Does this feature create a new expense from the receipt?
No. It is designed to match and attach a receipt to an existing draft expense. To create a new expense, use the + New Expense button.