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User Guide

AI Receipt Scanner ✨

Upload a receipt photo and let LedgerBuk’s AI extract the vendor, line items, and tax — then review and post the journal entry in one flow.

What’s Covered

Section titled “What’s Covered”

  1. Open the Receipt Scanner

    Click Scan Receipt on the Journal Entries page to open the AI scanner modal.

  2. Upload a Receipt

    Choose a receipt image from your device. You can also take a photo directly on mobile.

  3. AI Analysis

    The AI reads the receipt and extracts the vendor name, date, line items, and tax (including VAT if present).

  4. Preview Parsed Data

    Review the AI’s output — vendor, description, individual line items with amounts, and the attached receipt.

  5. Edit & Post

    Click Edit & Post to load the parsed data into the journal entry form. Make any corrections before posting.

  6. Fix Validation Issues

    If the receipt date falls outside the current fiscal period, update it using the date picker.

  7. Review the Expert-Mode Entry

    The AI creates a full compound entry with individual debit lines (e.g., fuel, VAT) and a credit to the payment account.

  8. Post the Entry

    Click Post Entry to save the transaction. The receipt is automatically attached.

  9. View Entry Details

    Open the posted entry to see all line items, amounts, and account mappings.

  10. View the Attached Receipt

    Click the receipt thumbnail to see a full-size preview of the original receipt image.

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