Faster receipt management: Two new updates to simplify your workflow

We’ve rolled out two exciting updates designed to make receipt management faster and easier, helping both admins and spenders save time and reduce errors.

Automatic receipt matching via mobile app

No more manually matching receipts to transactions! With this update, users uploading receipts via the mobile app will no longer need to find and select the appropriate transaction. The system will automatically match the receipt to the correct transaction, making the process faster and more intuitive.

  • Auto-matching receipts: Just take a photo and we’ll handle the rest. Upload a picture of a receipt, and the system will intelligently identify and attach it to the correct transaction.
  • Error handling: In the event that the system attaches the receipt to the wrong transaction, users can easily select the correct one manually. 

This simplifies the process for spenders on the go, with less manual sorting and more time saved.

Learn more about uploading receipts here.

Auto-validation for web-uploaded receipts

Previously, receipt auto-validation via OCR was only available when users uploaded receipts on their mobile app. Now, we’re extending this feature to receipts uploaded through the BILL Spend & Expense web app.

Key features:

  • Auto-validation via OCR: Receipts uploaded through the web app will now be reviewed by OCR (optical character recognition) to ensure that they match the details of the associated transaction.
  • "Auto-validated" lightning bolt icon: Once verified, receipts will display the lightning bolt icon, giving both spenders and admins confidence that the receipt matches the transaction details.

This update  lightens the load for admins by allowing them to quickly approve transactions with verified receipts, saving time and boosting accuracy across the board.

Learn more about receipt OCR here.

At BILL, we're always striving to improve our platform and provide the best service possible. Have an update you’d like to see? Send your feedback to feedback@hq.bill.com.