Capture Flow

Overview

Capture Flow provides an access to a Capture experience, seamlessly integrated with the reliable and easy to use receipt uploading to SensibilL API. Additionally, it allows the integrator to link a bank transaction to an uploaded receipt, allow the user to provide metadata for the receipts, and monitor receipts uploading.

Note that currently Capture Flow is only supported for Android and iOS.

Required Steps

  1. Follow the Installation steps for the platform you are working on.

  2. Implement Authentication for the platform.

  3. Start SDK, as explained on SDK Lifecycle pages for the platform.

  4. Launch Capture Flow

Once a user closes Capture, the receipts will be automatically passed to Sensibill SDK for uploading to Sensibill API. No additional steps are required

Additional Capabilities

In addition to basic steps, outlined above, the Capture Flow provides the following capabilities:

  • Before launching the Capture Flow, you can provide a bank transaction to be linked with the uploaded receipt.
    See Bank Transaction Linking page for more information.

  • Once a user closes Capture, and while the receipts are uploaded and processed by Sensibill API, you can display Sensibill UI’s’ Edit Metadata screen to allow the user to provide document metadata. Once user clicks Save on Edit Metadata screen, which allows to provide Folder, Category, and Notes for captured documents. The provided metadata will be added to uploaded documents by the SDK (no additional steps are required to save it).
    See Display Edit Metadata Screen for more details

  • You can also subscribe to Document Monitoring , for example to provide the user with progress updates.