Receipt Scanning is a way to upload images of your receipts and have applicable transaction data turned into a ClearCheckbook transaction.
You can find the Receipt Scanning tool by clicking on Tools at the top of the page, then click on the Receipt Scanning link. There is also a link in the Register Options box on the Transaction Register.Our receipt scanning tool uses an OCR (Optical Character Recognition) service provided by Amazon AWS called Textract. When you upload file(s), they're sent to Amazon servers where they are scanned for usable text and then that text is processed through algorithms to convert it into certain types of fields. At this time, there's only a limited number of fields that will translate to ClearCheckbook and they are the date, amount and description. We're looking into ways to obtain the account and category information, but that isn't available at this time.
Once the receipts are scanned and processed, you can either delete the image from the Amazon servers or have it attached to the transaction like any other file attachment. The files themselves are stored privately and are not publicly accessible for viewing.
If you would like to learn more about Amazon Textract, you can find more information here: https://aws.amazon.com/textract/To start the process, you'll need to select at least one file containing a scan of a receipt. You can either drag and drop files into the white square, or click the Choose up to 10 receipts button to select them.
Upload Receipts button. This will redirect you to a loading page while the files are being scanned.
Once the files have finished processing, you'll be redirected to the Results page. This page has a table with two columns. The left column shows the original file name with a link to view the file and a way to delete it. The right column shows the details obtained from the file such as date, amount and description. You have the option to attach the file to the transaction when adding it. To add the transaction, click the blue Add Transaction button.
If you want to add the transaction details obtained from a scanned receipt, click the Add Transaction button under the receipt details. You can optionally attach the receipt to the transaction by clicking the appropriate checkbox. When you click the Add Transaction button, an Add Transaction form will open with the data from the scanned receipt pre-populated into the fields.
Once the transaction has been added, the receipt row will update and the uploaded file will either be attached to the transaction or deleted.
If you don't want to save any of the details for an uploaded receipt and no longer want it uploaded to Amazon, click the red X Delete Receipt link.
