Use Receipt Capture

Overview

The Receipt Capture module is included in the Spend Manager SDK and also available as a standalone module.

Capabilities

The Receipt Capture module provides the following features:

  • Automatic and manual Capture Modes
  • Regular and Long Receipt capturing modes
  • Ability to select an image from Photo gallery
  • Ability to turn the Flash on and off
  • Cropping a receipt image.
  • Ability to attach user’s device Location data on capturing receipt.
  • (Spend Manager only) Link a transaction from an external system to a receipt through Link Transactions to Receipts
  • User feedback during the capture process

Use Cases

The Sensibill Capture flow has a number of different use cases.

Overviews regarding what these use cases are, and how to use and customize them will be outlined below.

Standalone Capture (Just Capture Receipt)

“Standalone Capture” will present Sensibill’s Capture UI, allowing the user to capture a receipt image.

The only output of Standalone Capture is actual images.

Standalone Capture should be used if you plan on manually integrating with our backend APIs in order to upload a receipt yourself.

Instructions on how to implement the Standalone Capture flow can be found on the Standalone Capture page.

Capture Flow (Capture Receipt + Upload)

The “Capture Flow” will allow a user to capture a receipt image, then return the user back to your UI while automatically uploading the receipt to our APIs in the background.

We provide additional interfaces in order for you to monitor the upload process and handle its states as you see fit.

Implementation instructions for the Capture Flow can be found on the following pages:

Capture With Metadata Flow (Capture Receipt + Upload + Edit Receipt Metadata)

The “Capture With Metadata Flow” process includes

  • Allowing a user to capture a receipt image
  • Uploading the receipt in the background
  • Displaying a Spend Manager UI page that will allow the user to view the receipt upload and processing progress, and edit some receipt metadata fields

Implementation instructions for the “Captre With Metadata Flow” process can be found on the following pages:

Spend Manager Controlled

If you’re using the Spend Manager UI, it may also present the Capture UI to the user when a user decides to upload a receipt.

Customization instructions for this Spend Manager Controlled capture can be found here:

Customization Information

Branding

Instructions on how to customize the theme and branding for capture flows is available in the Customize Branding page.

Feature Switching

Information regarding the available feature configurations is available in the Feature Swtiching page.

Capture Tips

Capture Tips displays a series of tips on how best to use the capture process. It’s a toggleable feature, enabled by default, and the tips can be modified as desired. To customizing this feature: