TriNet Expense uses a functionality called Optical Character Recognition (OCR) to auto populate Merchant name, Date of transaction and Amount ($) of expense from receipt images captured on the TriNet Expense Mobile App.
To download the TriNet Expense mobile app you can follow the instructions here.
To create an expense from a receipt on your TriNet Expense mobile app, follow the instructions below. OCR will make the best attempt to extract the merchant's name, date of transaction and dollar amount of the transaction from the receipt. If OCR is unable to recognize any of these items, the Expense mobile app will populate the fields as follows:
- Amount: Defaults to a $0 amount and you will need to manually edit/update to match the receipt amount.
- Date: Defaults to current date and you will need to manually edit/update the date to match the transaction date on the receipt.
- Merchant: Defaults to Enter Name and you will need to manually edit/update the field to match the merchant's name on the receipt.
iOS instructions:
1. Tap the plus sign at the top right.
2. Tap EXPENSE
3. Tap Create From Photo
4. Take a picture of the receipt and tap Create Expense
5. Confirm the details are correct and add any required information.
Note - Standard required fields are Amount, Category, Date, and Merchant. Your company may require other details as per company policy.
6. Tap Save
Note: If OCR is unable to read the Merchant name, it will default to Enter Name as shown below.
If the Merchant field did not populate and you don't enter the merchant name, you'll get the error Please input a valid merchant name when you attempt to save the expense and will need to update before you can save the expense item.
Android instructions:
1. Tap the plus sign at the bottom right.
2. Tap EXPENSE
3. Tap Create from Photo
4. Take a picture of the receipt and tap OK.
5. Tap CREATE EXPENSE
6. Confirm the details are correct and add any required information.
- Note: Standard required fields are Amount, Category, Date and Merchant. Your company may require other details as per company policy.
7. SAVE
Note: If OCR is unable to read the Merchant name, it will default to Enter Name as shown below.
If the Merchant field did not populate and you don't enter the merchant name, you'll get the error Please input a valid merchant name when you attempt to save the expense and will need to update before you can save the expense item.