How to scan and save a receipt

How to scan and save a receipt

Morgan AI can read a receipt photo and automatically extract the vendor name and amount, so recording expenses is as fast as taking a picture.

Scanning a receipt

1. 1Open Morgan AI and tap + > Scan receipt
2. 2Point your camera at the receipt and tap the capture button (or tap Upload to use a photo from your camera roll)
3. 3Morgan AI scans the receipt and fills in:

- Vendor name

- Total amount

- Date (when readable)

1. 1Review the extracted information, correct anything that was misread
2. 2Select an expense category
3. 3Tap Save

The receipt image is saved alongside the expense record, so you have a digital copy.

Tips for better receipt scans

• Lay the receipt flat on a contrasting surface (a dark table works well for white receipts)
• Make sure the whole receipt is in frame
• Good lighting helps, avoid shadows across the text
• If the receipt is crumpled, flatten it before scanning

What if the scan isn't accurate?

Morgan AI's scanning is accurate for most clear receipts, but it can struggle with:

• Very long or faded thermal receipts
• Handwritten receipts
• Receipts with small or stylized fonts

If the extraction isn't right, just correct the fields manually before saving. The receipt image is still saved for your records.

Viewing saved receipts

Every expense with a scanned receipt shows a small camera icon. Tap the expense to see the full receipt image.

Why saving receipts matters

Having digital copies of your receipts means you can:

• Verify expense records if questioned
• Provide documentation to your accountant at tax time
• Keep records even if the paper receipt fades or gets lost