Record Receipts in Zoho Expenses

Scan Receipts to Zoho Expenses

As you purchase CACFP-approved items, scan the receipts using your Zoho Expense App on your smartphone.

Make sure only to include items that were purchased for the CACFP!

The receipt picture should show the store name, date, total purchase amount, itemized description, and prices of items.

Using the App

1. Log in to the Zoho Expense account provided to you using your mobile app.
2. Click the camera icon on the bottom center to get started.
3. Pick your scan option (quick scan, single, and multipage).
   • Quick Scan: For single, short receipts.
   • Single: For individual receipts with a single page.
   • Multipage: For long receipts that don’t fit in one screen or multi-page receipts.
4. Capture the Receipt Image. Make sure the entire receipt is visible. Take a clear photo of the receipt.
5. The receipt will automatically upload. The receipt status will first show as Scan In Progress. No further action is needed at this stage.
   • You will receive a notification when scanning is complete.

Once scanned, the status on your Zoho Expense dashboard will change to Unreported.

6. Team Review and Approval.
CACFP Solutions will attach your receipt to your monthly expense report.

After review, the Report status will update to Pending Approval, and then Approved once finalized.

Submitting Online Purchase Receipts.

For receipts from online purchases that are emailed to you, simply forward the email receipt confirmation to your Zoho Expense account email address.

Find your unique Zoho Expense email address by tapping the menu icon in the mobile app, selecting Settings, then copying your expense email address.

Paste your unique Zoho email address in the To: field when forwarding your receipt. Make sure the receipt clearly shows the store name, date, total amount, and item details.