Expense control
- How can I upload an expense note?
- How can I add mileage expenses?
- How can I review my expense history?
- What should I do if I have been assigned a physical card?
- What should I do if I have been assigned a virtual card?
- How can I add my virtual card to my mobile Wallet?
- What is OCR receipt reading and how does it work?
- How can I view and edit an existing expense?
- How can I record an expense made with a corporate card?
What is OCR receipt reading and how does it work?
OCR (Optical Character Recognition) is a technology that automatically reads and extracts information from a receipt or invoice using an image or PDF file, allowing you to record receipt and invoice data in just seconds.
How to use Sesame’s OCR
OCR is automatically activated when you upload an image of a receipt or invoice while creating a new expense in the Expense control tool.
The system will automatically detect and fill in the following fields:
- Total amount (*)
- Business name (*)
- Date (*)
- Category (*)
- Payment method
⚠️ Remember: fields marked with (*) are mandatory. If they’re not completed, you won’t be able to save the expense. If OCR can’t read one of these fields, you’ll need to fill it in manually to save the expense.
When editing an expense, either by uploading an image from the Details view or from the form, OCR will not be applied.
To keep you on track:
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You’ll receive a notification when an expense has been successfully read. By tapping it, you’ll go directly to the expense so you can verify that everything is correct.
- If OCR can’t read certain fields, you’ll also be notified. The expense will remain in the Pending completion section so you can manually add the missing information.