Auto create transactions using receipt scan

Find out how to scan, capture or upload receipts and invoices so that they're automatically created. This is a paid feature. 

Sage Sole Trader can scan a receipt or invoice to create transactions using Optical Character Recognition (OCR) technology. Data extracted 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 create your transactions:

• The maximum file size for upload is 20MB
• Before you upload a file, make sure it isn’t password protected
• Make sure the image in the file you're uploading is clear and not too dark
• Check that the image includes all the transaction data you need
• Avoid using an image with large margins or spaces around the edges of the receipt

Automatically create a transaction

1. From Quick Actions, select Scan receipt.
2. Choose either Money in or Money out.
3. Select between Take a picture, Add from Photos or Add from files. 
4. Follow the on-screen instructions to add your image or file. 
5. Go to Transactions and uploaded files will display under Draft.

To finalise the draft transaction, you’ll need to select a category or add the income source. You can do this by editing the transaction.

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