Receipt review and itemisation

Keep the source evidence and the reviewed record together

Receipt extraction saves retyping, but a photographed or PDF receipt can still be incomplete, unclear or misread. Billum presents extracted details for review so the saved expense reflects what the evidence supports.

Product details reviewed .

From source file to useful record

Image and PDF input

Upload supported receipt evidence instead of manually copying every visible field.

Review before saving

Choose Bill or Expense, then check merchant, dates, totals, descriptions and extracted line items before saving. Detected invoices suggest Bill and start unpaid.

Item-level treatment

Keep relevant items shared, personal, excluded or assigned as the evidence and household decision require.

A reviewable capture process

1

Upload clear evidence

Use a readable image or PDF that shows the relevant merchant, date and total.

2

Compare extraction with the receipt

Correct missing, duplicated or misread values rather than saving them because they were suggested.

3

Apply household meaning

Choose scope, category, payer and line treatment based on what was actually purchased.

Synthetic example

Example: mixed household shopping

A synthetic grocery receipt contains shared food, a personal item and a discount. The user checks the extracted total, keeps the shared items in the household and treats the personal item separately.

The expense explains both the source total and why only part of it belongs in the shared calculation.

Common questions

When is receipt scanning available?

Receipt scanning must be enabled for the organization, and the member must accept its AI disclosure. A monthly allowance also applies; an unlimited allowance does not enable a disabled feature.

Does Billum save extracted values automatically?

The extracted result is presented for review. The user should compare it with the source and correct unsupported values before saving.

Must every receipt be itemised?

No. Itemisation is useful when the evidence is clear or items need different treatment. A reliable total is better than invented detail.