Auto create transactions using receipt scan

Use Auto create transactions in Sage Sole Trader to scan receipts and automatically create draft transactions. This feature extracts details from images to save you time.

 NOTE: This functionality is only available in the paid plan. 

You can scan a receipt or invoice to create draft transactions automatically. The system captures the date, amount, and description directly from the image.

You can upload up to 25 files at one time.

• Supported file types: PDF, JPG, JPEG, PNG 
• Maximum file size: 20MB 
• Files must not be password-protected 
• Images must be clear and not too dark 
• Include all relevant transaction data in the image

Upload a file

1. Go to Sole Trader. 
2. From Transactions, select Draft.
3. Select Money in or Money out.
4. Select Auto create from receipts or invoices, then select Next.
5. Drag and drop your file or select Select files.
6. If required, remove or cancel the files.
7. Select Create transactions.

Email images

The system generates a unique email address for your account. Use this address to send or forward emails with attachments to create draft transactions.

1. From Transactions, select Draft.
2. Select Money out.
3. Select Copy email address. 

Manage your draft transactions

Once created, your transactions appear in Draft. You can then:

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

Payment sources

You can only use cash accounts or accounts not connected to a bank. This prevents duplicate records if a transaction also imports from your bank feed. Connected bank accounts don’t appear in the Source list when you edit an Auto create transaction.