Find out how Auto create transactions can automatically create transactions from your invoices or receipts. This is a paid for feature.

Accounting Individual can scan a receipt or invoice to automatically create transactions using Optical Character Recognition (OCR) technology. To do this, data is taken from the printed text on the scanned document. This creates a draft transaction with a date, amount and description, saving you time.

Before you begin

You can add up to 25 files at one time to create draft transactions. 

• You can upload the following file types to Auto create your transactions:
  • PDF
  • JPG
  • JPEG
  • PNG
• The maximum file size for upload is 20MB
• Before you upload a file, make sure it is not protected by a password
• Make sure the image in the file you're uploading is clear and not too dark
• Check that all the transaction data you need is included in the image
• Avoid using an image with large margins or spaces around the edges of the receipt

Automatically create a transaction

1. From Transactions, select Draft.
2. Within the Draft transactions screen select either Money in or Money out.
3. Select Auto create from receipts or invoices, then Next.
4. From your device, drag and drop your file into the outlined area or choose Select files to open individual or multiple files. 
5. You’ll then be able to remove files or cancel uploading files if you need to.
6. Select Create transactions once all your files have successfully uploaded.

Email images

We generate a unique email address specific to your account, when you first sign up to Accounting Individual. You can use this email address to send or forward emails with attachments to us. We use the information on the image to create draft transactions.

 NOTE: Currently, you can only email Money out transactions. 

To copy the email address:

1. From Transactions, select Draft.
2. Within the Draft transactions screen select either Money out.
3. Select Copy email address. 

Once you have created or emailed your transactions, they will appear in Draft.

You can then: 

• Add categories to your transactions >
• Split transactions >
• Edit transactions >
• Delete transactions >

Payment sources for Auto create transactions

You can only use cash accounts or accounts not connected to a bank as a payment source. This is to avoid creating duplicate records, which might occur when you add an Auto create transaction for an item that has already been imported from your online bank.

To prevent this, bank accounts which are connected to your online bank do not appear in the Source list when you edit an Auto create transaction.

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