BizCortex documentation

Uploading receipts

Upload photos or PDFs of receipts and let BizCortex read merchant, date, amounts and items.

Open Analytics, "Receipts" (in the sidebar under Purchasing). Upload photos or PDFs of receipts. BizCortex reads merchant, date, amount and tax automatically, including the individual line items.

The page shows an upload area at the top and the list of all receipts below.

Uploading receipts
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Purchase
  • Employee
  • Viewer (read only)

Steps

  1. 1. Upload

    Drag one or more files into the upload area, or click it to choose files. Accepted are photos (JPG, PNG, HEIC, WEBP) and PDF files. A message confirms how many files were uploaded.

  2. 2. Wait for processing

    Each receipt starts with the status "Uploaded" and moves to "Parsing". When the data is read, the status becomes "Parsed". If reading fails, the status becomes "Failed".

  3. 3. Refresh the list

    Click "Refresh" to update the list and see the latest status.

  4. 4. Open a receipt

    Click a row to open the receipt with all extracted data.

Fields and options

Uploaded

Date and time of the upload. The list is sorted by this column, newest first.

File

The file name of the uploaded receipt.

Merchant

The shop or company read from the receipt.

Receipt date

The date printed on the receipt.

Gross

The total amount of the receipt.

Status

Uploaded, Parsing, Parsed or Failed.

Tips

  • Take photos in good light, flat and straight. The whole receipt should be visible.
  • You can upload several receipts in one go.

Good to know

  • The upload area allows files up to 20 MB each. Empty files are rejected.
  • Only users with write access to receipts see the upload area. Viewers only see the list.
  • The list cannot be exported.
  • Uploading a receipt does not create a booking or a bill. Record the expense or bill separately in Purchasing.
  • If your operator has switched automatic receipt processing off, receipts stay in the status "Uploaded".

Related

  • Receipt details

    Check the extracted data and line items of a receipt, open the original, read it again or delete it.

  • How receipt recognition works

    What happens behind the scenes after you upload a receipt, and what the statuses mean.