Scan a receipt, then review the expense

What the scan can extract

Receipt scanning asks the model to read structured information from an image: item names, quantities, unit prices, line totals, subtotal, tax, final total, currency and the restaurant name when visible. It is a reading aid, not a confirmation that the receipt is correct.

Use a readable image

• Include the full receipt and its final total, without cutting off the edges.
• Use even lighting; avoid glare, heavy shadows and motion blur.
• Keep printed text legible and avoid placing several receipts in one image.
• Crop out unrelated personal information that is not required for the expense.

Review in this order

1. Check the currency and final total

   A correct number in the wrong currency creates a misleading expense. If the currency is unclear, choose it yourself instead of trusting a guess.

2. Check items and quantities

   Look for missed lines, repeated lines and prices mistaken for quantities. Item names may remain in the receipt’s original language.

3. Check tax, discounts and service charges

   Make sure the total matches the receipt, especially when extra charges are printed separately.

4. Choose the payer and participants

   The receipt does not reliably tell OnePlan who in your trip should pay for each part.

5. Review the expense before saving

   Confirm amounts and shares, then save the intended record. Check for duplicates if you scanned the receipt earlier.

If the scan is wrong or incomplete

Correct the extracted fields using the original receipt. If the image is unreadable, take a clearer photo rather than repeatedly sending the same one. You can record the expense manually when scanning is unavailable.

For a shared meal, review the group split separately from the receipt total. The total can be read correctly while the wrong people are selected for the expense.

Walkthrough