DocView Capture
Expense processing: receipts are separated one per file or by blank page, and the merchant, receipt date, total, tax and currency are read. Staff pick an expense category and project code, and receipts older than a year or dated in the future are flagged.
At a glance
| Region | Global |
| Industry | Finance & accounts payable |
| Document types | Receipt |
| Workflow | Scan → OCR, separation & classification → Classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | each file, blank pages |
| Output | searchable PDF with CSV, JSON data |
| Dates read as | dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by Global or search for "Receipts and expenses", select it and choose Next.
- Name the Batch Setup, choose the export folder and create it.
- Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.
Batch fields
Entered once per batch, for example on the Scan screen.
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Employee | Text | Yes | entered by the operator | |
| Claim period (e.g. 2026-09) | Text | entered by the operator |
Document types and fields
Receipt
Recognised by words such as "receipt", "total", "change", "card".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Merchant | Text | Yes | label "Merchant", "Store", "Shop" | |
| Receipt date | Date | Yes | label "Date", "Transaction date" | Within a year |
| Total | Amount | Yes | label "Total", "Amount", "Total paid" | at least 0 |
| Tax / VAT | Amount | label "VAT", "Tax", "Sales tax" | at least 0 | |
| Currency | Choice | default "GBP" | one of: GBP, EUR, USD | |
| Expense category | Choice | Yes | entered by the operator | one of: Travel, Accommodation, Meals, Fuel & mileage, Office supplies, IT & software … |
| Project / cost centre | Text | entered by the operator |
Validation rules
- Tax is less than the total
See Validation rules to change them or add your own.
Adapt it to your documents
- Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
- Improve document type recognition: Document classes and classification, Samples and classifier training.
- Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
- Arrange the data entry screen: Screen designer.