This article explains the Receipt/Invoice OCR Analysis setting, which reads the details on an uploaded expense receipt photo with AI and fills them into the form. An administrator with access to the Company Settings page (permission to see the company payment details) does this.
Before you start
You have access to Configuration > Company settings.
Your company has enough Teamso Digital Credit. Every OCR analysis costs 2 digital credits (the default cost; the current cost is in the Credit prices list and, while the setting is on, next to the "Filling in from the receipt is done with AI and uses credit:" line in the receipt form).
Step by step
In the left menu go to Configuration > Company settings.
In the Modules & Display group on the left click Receipt/Invoice OCR Analysis.
Turn on the switch at the top right of the Expense Module Receipt/Invoice OCR Analysis card. The status label in the header (Active / Inactive) does not change until you save; → Active (not saved) appears next to it. A note in the card says the feature consumes 2 digital credits per request.
Click Save in the bar that opens at the bottom of the card (Discard cancels the change).
Result
While the setting is on, a receipt or invoice photo uploaded to the receipt form is analysed automatically. The AI is Analyzing card (Uploaded → Analyzing → Form Filling) appears in place of the receipt form.
When the analysis ends, the AI Analysis Result card says "Invoice details have been automatically filled into the form." and the Receipt date, Currency, Amount and Tax rate fields are filled and highlighted. The employee can check and correct these values.
Every analysis deducts 2 Teamso Digital Credits from the company balance. If the balance is below 2, no analysis is made, the file is still uploaded and the employee sees "Contact your manager regarding Teamso Digital Credit."; the fields are filled in by hand.
Credit is deducted only for a successful analysis. If the receipt cannot be read (analysis error, timeout, or no total amount could be found on it; a date alone is not enough), the employee sees "The receipt could not be read; fill in the fields by hand. No credit was charged for this analysis."
While the setting is off, the photo is only stored as a document and no credit is spent.
Note: AI may produce inaccurate results; the form also shows "Please verify the accuracy of the filled information." Currencies are not converted; OCR only picks the currency on the receipt.
Common issues
Symptom: OCR is on but the fields are not filled after a photo is uploaded.
Cause: No analysis was made because the balance was insufficient, or the text on the receipt could not be read.
Solution: Fill in the fields by hand; check the Teamso Digital Credit balance.
Symptom: Credits run down faster than expected.
Cause: Every receipt upload (uploading the same receipt again included) counts as a separate analysis and costs 2 credits.
Solution: Check the credit consumption; turn OCR off if needed.