Zoho Autoscan Receipts – how to scan and upload receipts and invoices

What is Zoho Autoscan?

The Zoho Autoscan feature automatically scans and captures information on receipts and invoices to create expenses. You can upload your documents in any of the following ways: 

• Upload or Drag and drop receipts from various sources to the web browser. 
• E-mail receipts to your Zoho account organisation. 
• Scan receipts on the go via the app. 

It is crucial to bear in mind that you can only upload your documents in these file formats: JPEG (JPG), PNG, PDF, DOC (DOCX), TIFF (TIF), XML and XLS (XLSX). 

Zoho Autoscan is available on Zoho Books and Zoho Expenses. Our article will focus on the Zoho Books Autoscan. 

How to enable Zoho Autoscan 

To enable Zoho Autoscan in Zoho Books, follow the following steps: 

• Navigate to the Documents module on Zoho Books. 

• Click on the tiny square button on the screen to agree to the terms and conditions. 

• Click on ‘Enable Autoscan.’ 

At this stage, your preference will be updated. 

How to upload receipts and invoices via the web browser (Drag and Drop) – from Your Computer or Cloud Accounts 

To start auto-scanning receipts, follow the following steps: 

• Head over to the Documents module in Zoho Books. 

• Click the Upload file drop-down menu. 

• Select where you want to upload your document from – desktop or cloud. 
• Upload your document. 

If you have not uploaded any document yet, your screen may look like this. 

In that case, Click Choose files to upload > Select where you want to get your document from > Upload document. You can also drag and drop your document on this window. 

How to upload receipts and invoices to Zoho via e-mail 

If you want to send your documents via e-mail, follow the following steps to configure the e-mail address: 

• While in the Documents folder under Files, click ‘Configure e-mail address.’ 

• This pop-up window will appear. Click Enable now. 

• You will see your unique e-mail address on the screen. You can customise the first part of the address if you wish. Click Save 

In case you forget your unique e-mail address, you can always find it under documents. 

To upload your documents, you send them to the unique e-mail address generated by Zoho. Consequently, they will be uploaded to Zoho Books and scanned automatically. 

How to upload your receipts and invoices via the Zoho Autoscan App 

When using the auto scan feature on the Zoho books mobile app, you scan or take a photo of the document to get it into the application. To do this: 

• Power the Zoho Books application on your device (phone, iPad or tablet). 
• Click the large camera icon at the bottom of your screen.  
• Bring up your camera and scroll it over to the receipt.  
• Ensure the camera is capturing all the data that you need, then take a photo.  
• Click Ok if all the information is captured.  
• It will start autoscanning and then the receipt will start to upload.  
• Once done, you can click on the image and edit the details. 

To find out if your document has been uploaded successfully, check in the documents folder under Files. 

To convert the receipt to an expense, watch our video on Youtube.