Smart Scan uses a receipt photo to prepare an editable expense draft. It can suggest the date, expense type, description, amount, currency, project, payment method, and Billable or Reimbursable settings.

Smart Scan saves typing, but it does not replace your review. Compare every suggested value with the receipt before adding the expense to a report.

You can have up to 10 unassigned Smart Scans at one time. A separate monthly account allowance can also apply.

Choose where to start #

You can start Smart Scan in two places:

• Start from the main Expenses list when you want to capture a receipt before choosing a report. MindSalt saves the scan in Unassigned expenses until you review and assign it.
• Start from inside an open or rejected expense report when you already know where the expense belongs. After review, you can add it directly to the report you have open.

An unassigned expense is a temporary draft. It is not part of an expense report and cannot be submitted until you assign it.

Start Smart Scan from Expenses #

1. Tap Expense in the navigation at the bottom of the screen.
2. Tap the plus button.
3. Tap Smart Scan.
4. Allow camera or photo access if your device asks.
5. Take a clear photo or choose a receipt image from your device.

MindSalt adds the scan to your list of unassigned expenses. To return to it later, go to the Expenses list and tap the Unassigned expenses icon at the top of the screen, next to the expense-list filters.

Start Smart Scan inside a report #

1. Open an Open or Rejected expense report.
2. Tap + to add an expense item.
3. Tap Smart Scan.
4. Take a photo or choose a receipt image.

The review is connected to the report you have open. After reviewing the suggested values, tap Add to Expense Report to add the item and receipt directly to that report.

Take a readable receipt photo #

Smart Scan works best when the receipt is easy to read:

• place it on a plain, contrasting surface;
• include all four edges;
• avoid shadows, folds, and glare;
• keep the date, merchant, and total in focus;
• photograph one receipt at a time;
• and use the original receipt rather than a distant or compressed screenshot when possible.

Smart Scan accepts receipt images, not PDF receipts. Enter the expense manually and attach the PDF when your device does not offer a usable image.

Adjust the receipt photo #

1. On Adjust receipt, move and resize the crop so the complete receipt is inside it.
2. Tap Rotate if the receipt is sideways.
3. Check that the date and total remain inside the crop.
4. Tap Use Photo.

Use Retake / Choose Different Photo when the receipt is blurry, cut off, or incorrect.

Wait for processing #

The processing card shows the cropped receipt and begins with Fetching the receipt details… Keep MindSalt open until the review screen or an error appears.

Processing time can vary with the image and connection. Do not start another scan of the same receipt while the first one is still processing.

Review every suggested value #

A completed scan is a draft, not a guarantee that every value is correct. Smart Scan can misread a date, select the wrong expense type, or confuse a subtotal with the final total.

On Review Smart Scan:

1. Compare the suggested Date, Description, and Amount with the receipt.
2. Confirm that Type matches the purchase.
3. Confirm the Currency and any converted amount.
4. Select the correct Project when the expense belongs to project work.
5. Confirm the Pay Method used for the purchase.
6. Review Billable and Reimbursable separately.
7. Complete any required comment or other visible field.
8. Tap Save Changes if you edited an unassigned scan, or Close when nothing changed.

The receipt preview is for review. If the wrong receipt was scanned, delete the draft and start again.

Add the scan to an expense report #

Add an unassigned scan #

1. Tap Add to an Expense Report.
2. Tap Existing Expense Report or New Expense Report.
3. Choose an open or rejected report, or enter the date and name for a new report.
4. Confirm that the item appears in the report and that the report total is correct.

MindSalt saves your reviewed values, adds the receipt to the expense item, and removes the draft from Unassigned expenses.

If you cancel creation of a new report, the unassigned draft remains available.

Add a scan started inside a report #

After reviewing the values, tap Add to Expense Report. Confirm that the item and receipt appear in the report you opened.

Delete a Smart Scan #

1. Open Review Smart Scan.
2. Tap Delete.
3. Confirm Delete this unassigned expense?

If Smart Scan cannot process the photo #

If the image does not look like a receipt or MindSalt cannot read the details, the processing card shows an error. Tap Take Another Photo to retry or Cancel to stop.

Enter the expense manually when the receipt is faded, handwritten, damaged, unusually long, or otherwise difficult to scan. You can still attach the receipt image to the manually entered item.

If the unassigned limit is reached, add existing drafts to reports or delete drafts you do not need. If the monthly allowance is reached, wait for the allowance shown by MindSalt to renew or contact your administrator.

Related articles #

• Add expenses and receipts on mobile
• Review and add unassigned expenses on mobile
• Create and submit expense reports on mobile
• Troubleshoot Smart Scan
• Troubleshoot MindSalt Mobile