Scan, upload and review receipts on your phone

Use the mobile app to capture a document while you have it in front of you. Before uploading, check that you are signed in to the intended account and business.

1. Capture from Accounting

1. Open Accounting and tap +.
2. Choose Scan document or Camera, depending on your device. You can also choose the photo library or a document file.
3. Allow camera or photo access if requested.
4. Capture the whole document in good light. Review the crop and all pages before accepting.
5. Wait for processing, then inspect the recognized amount, date, supplier and category.

The file picker accepts PDFs and images. If scanning is unavailable, take a clear photo or select an existing file. Uploading is not proof that every field was recognized correctly.

2. Decide what to do with the result

If Norman suggests a matching bank transaction, compare the amount, date and supplier before linking the document. If it is genuinely a new transaction, review the extracted details before creating it.

Do not create a second expense when the payment is already in your bank transactions. A receipt and its bank payment normally belong together in one bookkeeping record.

You can also start from Norman → + → Receipt or invoice. This is different from attaching a file for the AI to discuss. Read about chat attachments.

3. Work through unmatched documents

1. Open Documents from Accounting.
2. Open the review flow for documents that are not yet linked.
3. Compare the document with the suggested transaction.
4. Swipe right to attach it to that suggestion, or open the card to choose another transaction.
5. Swipe left to leave it for later if you are unsure.

A left swipe skips the document in the review session; it is not a command to delete it. If there is no suitable suggestion, search for the correct transaction rather than choosing an unrelated payment.

Share a file from another app

If Norman appears in your phone's share menu, open the PDF or image, choose Share → Norman and complete the handoff in Norman. Otherwise, save the file and select it through Norman's file picker. Check the resulting upload before sharing it again.

When something goes wrong

• Camera will not open: check camera permission in phone settings.
• Unreadable result: use a sharper, complete image and correct the recognized fields.
• No matching payment: refresh bank transactions and check the date range.
• Upload seems stuck: check connectivity and Documents before retrying, to avoid duplicates.

Continue with bank transactions and bookkeeping. For unresolved errors, use mobile support.