Where to go to See Smart Scanning Receipts In Process?
sometimes I stumble across smart scanning receipts that are "in process" and I think they are usually in the "expenses" screen. I have a user who has forwarded receipts via email but they aren't showing up. I am wanting to find them and with filters or no filters, I just can't find them. They should be smart scanning. Can you tell me if there is a better way than "expenses" to view all the receipts that are currently scanning, or those which have failed? I have unreported checked in my filters and I am still not seeing them!
Best Answer
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamHi @MJNiM - great question! When a receipt is in the SmartScanning process, it is still considered a document because there is no expense information attached to the image.
I uploaded a few receipts in my test account to show you how that should look. (below)
You should be able to filter by All Types or Documents to view receipts in the SmartScan process or find ones that have failed.
If that doesn't help, is there any chance you could share the merchant, date and amount of a one you can't find?
Answers
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@MJNiM, Are you sure that the expenses are reaching the Expensify account? I just sent over a receipt to my account and it looks like the open status has to be checked for the receipts pending smart scan to show up. The other view is the receipts view with the six square boxes on the right side of the expenses view. This will give you a better view of all of your receipts.
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AWESOME ANSWER! I didn't know documents was a thing! as Admin, should I be able to see all users documents, or only if I am a co-pilot?
I was able to troubleshoot with the user and discover that he was sending them via an unrecognized email account, which was the issue. But I am still glad to know about the documents portion!
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Thanks @Sheena Trepanier
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I am having this problem and don't know how to solve it. Even with all the boxes checked (unreported, open, processing, etc) and no date range, and with Documents selected in the Types dropdown, the forwarded receipts do not show up. I send them again and the concierge tells me it's a duplicate. Very frustrating! I saw this post and thought it was the answer, but still no luck. I only ever send from my work email account or my co-pilot personal account.
Yes, as a Policy Admin you should be able to view the users' Documents that are still being SmartScanned in their reports, even if the report is listed as Open.
