Scan Expense Overview

The Scan Expense Module in DocView Web enables users to digitize and manage all expense-related documents in one central place.
It automates the process of capturing, verifying, and tracking expenses from scan to payment.

Navigation

1. Login to DocView Web

   • Enter your email and password on the login page.
   • Click Login to access the main dashboard.

2. Open the Sidebar Menu

   • Click on the ☰ Sidebar Icon at the top-left corner of the screen to expand the navigation panel.

3. Select “Scan Expense”

   • From the sidebar menu, click Scan Expense to view related options.
   • The system displays three sub-menu items:
     • Claim Expense
     • Manage Expense
     • Pay Expense

4. Choose a Section

   • Click on Claim Expense, Manage Expense, or Pay Expense to open the respective module page.

Key Features

• Seamless Document Scanning – Upload or scan receipts, bills, or invoices directly.
• AI Data Capture – Automatically extract vendor, date, amount, and tax information.
• Claim Management – Submit and track reimbursement claims efficiently.
• Approval Workflow – Route claims through a multi-level approval chain.
• Audit Trail – Maintain full transparency and compliance for every expense document.

Workflow Overview

1. Scan or Upload your expense receipt.
2. Claim the expense with required details.
3. Manage existing claims for tracking or editing.
4. Pay approved claims and mark them as settled.