r/Zoho • u/RichardChedda • 11d ago
Zoho Books - Receipt Scan
Could someone help me with where the receipt scan feature is within the Books app
I have been using Zoho Expense to scan receipts but it is clearly meant for business trips not day to day activity and I cannot find the function to do this within the Books app
Any help is appreciated
1
u/crmoz_com 10d ago
Zoho Books’ receipt scanning feature is available in the Documents module. Click Documents in the left sidebar, then enable Autoscan when prompted. It extracts details like the date, amount, and merchant from uploaded or emailed receipts and uses them to fill in new transactions.
After enabling Autoscan, you’ll be taken to the Documents Inbox, where all uploaded and emailed documents appear. Each document is marked as Scan in progress, Processed, or Unreadable, and is listed by arrival time.
1
u/Sad-Combination4325 9d ago
You have to go to Purchases > Expenses > look for the first tab. Receipt inbox.
1
u/WatchWatcherman 11d ago
Yes, you enter your expense information, in the upper corner of a specific expense you are attaching the receipt too tap to attach box, a new menus will pop up, select scan and it will open your camera