This is how you upload individual files via ApprovalMax Capture to create QuickBooks Online Bills/ Expenses:
Click on the + New request button:
Select the respective request type and click on CREATE :
Please note: If you would like to upload multiple files at once, try the Bulk upload option.
To have the data in the attachment recognised and fields automatically populated, select "Upload via ApprovalMax Capture" and click on the Upload files button:
If you just want to upload files without OCR recognition, select "Upload as files" and click the Upload files button. In this case, you'll need to fill in the request manually, and the uploaded files will be added as attachments.
When uploading via ApprovalMax Capture, click on Confirm to start the recognition. Before confirming, you can use the Extract line items toggle to control how the document is processed:
On (default): OCR extracts individual line items from the document.
Off: OCR creates a single line with the description "Goods & Services" and the document total. This is recommended for documents with a large number of lines, which can otherwise slow down form rendering and submission.
The recognition process takes a couple of seconds. Manually fill in the mandatory fields in the request that are still empty and submit the request for approval:
