Documentation Index
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How to Upload Bills and Receipts via OCR
DualEntry extracts structured data from bills, receipts, and invoices you upload as PDFs or images. You drop files into the Inbox, review the extracted data side-by-side with the original document, correct any errors, and post the resulting draft. Every correction you make improves future extraction accuracy for similar documents.Uploading Documents
Navigate to Inbox → Upload. Drag and drop files into the upload area, or click Browse to select files from your local machine. DualEntry accepts the following formats:- PDF - single-page and multi-page
- JPEG / PNG
- HEIC
/public/v2/inbox/ for integrations that push documents programmatically. When you upload multiple files in one batch, each file enters the extraction queue independently, so faster documents become available for review while larger files are still processing. You can also forward emails with attachments to your organization’s dedicated Inbox email address to queue documents without logging in.
The following table summarizes the supported formats and upload limits:
| Attribute | Limit |
|---|---|
| File formats | PDF, JPEG, PNG, HEIC |
| Max file size | 25 MB per file |
| Max batch size | 50 files per upload |
| Multi-page PDFs | Supported |
What OCR Extracts
The extraction engine reads each document and pulls the following fields:- Header data - vendor name, invoice number, invoice date, due date, payment terms, and currency.
- Line items - description, quantity, unit price, and line amount for each item on the document.
- Totals - subtotal, tax amount, and grand total.
Reviewing Extracted Data
After extraction, DualEntry creates a draft bill (for vendor documents) or a draft invoice (for customer documents). You open the draft from the Inbox and see a split view: the original document image on the left and the extracted, editable fields on the right. Review each field against the source image. Fields where the extraction engine had low confidence are highlighted so you know where to focus. Click any field to edit it directly. Your corrections are stored and used to improve future extraction accuracy for documents with similar layouts. The split view supports zooming and panning on the document image, so you can inspect fine print or faded text without switching to another application.Automated categorization runs on OCR-generated drafts. After extraction, DualEntry suggests GL accounts and dimensions for each line item based on your rules and learned patterns.
Posting or Routing for Approval
Once you are satisfied with the extracted data, you have two options:- Post directly - click Post to convert the draft into a live bill or invoice in your ledger. The record enters accounts payable or accounts receivable depending on the document type.
- Route for approval - if your organization uses approval workflows, click Submit for Approval to send the draft through the configured approval chain before posting.