Scanning a receipt
Photograph a receipt and let SiteLedger fill in the vendor, amount, date, and category for you.
Scan it at the counter
The fastest place to record an expense is the supply house, before the receipt goes in a pocket. On the phone it is one tap from the camera. On the web the same scan is available on the receipt form.
- Click Receipts, then New receipt.
- Under Scan a photo, click the scan button and take or choose a photo of the receipt.
- Wait while the photo uploads and the receipt is read.
- The vendor, amount, date, and a suggested category fill themselves in.
Check what it read
Scanning is a head start, not the final word. Every field stays editable after the scan, so glance at the total and the date before you save. Faded thermal paper and crumpled receipts are the ones worth double-checking.
Each extraction gets a confidence score. Anything below your threshold is routed to review instead of posting automatically, so a bad read does not quietly land in your job costs.
When the photo cannot be read
If the scan fails, SiteLedger says so and keeps the photo attached. You then type the vendor and amount in yourself. Nothing is lost, and the image still ends up on the record for your accountant.
- Flatten the receipt and shoot it straight on, in the best light you have.
- Get the whole receipt in frame, including the total line.
- If it is a long roll, keep the vendor name and the total in the same shot.
Saving the expense
- Confirm the vendor and the amount. Both are required.
- Check the date and pick a category.
- Choose the job the expense belongs to, or leave it unassigned to sort out later.
- Add a note if it will not be obvious in three months what the purchase was for.
- Click Save receipt.
Buying somewhere with no signal
Receipts can be captured with no connection. The photo and the details queue on the device and sync as soon as the phone is back in range.