Here's how to process receipts and extract expense data using DigiParser.

1. Create a parser with Document Processing Type: Invoice or Custom document (see Creating Parsers)
2. Add fields you need (e.g. Date, Vendor, Amount, Category) in Fields & Tables
3. Upload receipts (PDFs or images) to the Document Inbox
4. Review and edit extracted data
5. Export to CSV/Excel or send to Google Sheets, Xero, or other tools

• Receipt Date (Date)
• Vendor Name (Plain text)
• Amount (Number)
• Category (Plain text) – e.g. "Meals", "Travel", "Office Supplies"
• Tax Amount (Number)
• Payment Method (Plain text) – e.g. "Credit Card", "Cash"

• Use clear, readable images or PDFs for better extraction
• Review extracted amounts carefully—receipts can be tricky
• Use folders to organize receipts by employee, month, or category
• Export regularly to keep expense tracking up to date

• Creating Parsers – Set up your receipt parser
• Add/Edit Fields – Configure fields for receipts
• Exporting Data – Export receipt data
• Organizing with Folders – Organize receipts by employee or month