Process Multiple Receipts with Jack Batch Reimbursement Feature

Now you can request Reimbursement for 10 receipts at once, with Jack. Let’s explore how it works.

Table of Contents

• Submitting Multiple Receipts 
  • Bulk Upload is Now Available
  • Multiple Submission, Single Approval
• How to Submit Multiple Receipts with Jack Portal
• How to Submit Multiple Receipts with Jack App
• Related Articles

Submitting Multiple Receipts 

Bulk Upload is Now Available

With Jack, Drafter can submit up to 10 receipts at once in a single Reimbursement request, both in Jack Portal and Jack App. After uploading the receipts, Optical Character Recognition (OCR) technology will read each receipt one-by-one and pre-populate the fields. Drafters can then double-check and submit each of the expenses. 

Multiple Submission, Single Approval

Approver can easily review Reimbursement and make a decision to either approve or reject them. But it’s important to note that the Approver must review each of the expenses one by one, both in Jack Portal and Jack App. This allows Approvers, as decision makers, to gain a clear and comprehensive overview of the costs associated with each event. But this isn't just about providing a bird's eye view. We've equipped you with full control to accept or reject any expenses, at the expense level, that are not in line with your policy.

How to Submit Multiple Receipts with Jack Portal

Drafters can easily submit multiple receipts by multi-selecting documents when uploading the file. The steps to upload multiple receipts are as follows:

1. Click Create at the top right of the screen and select Reimbursement.

2. Input the name of your Reimbursement.

3. After inputting the Reimbursement name, click Continue to proceed to the next step.

4. Upload your receipts by clicking the document icon inside the box with a dashed outline. You can upload up to 10 receipts at once by multi-select documents on your device. Alternatively, you can drag multiple documents into the box. Take a photo of your receipt correctly by following the guideline here. 

5. After uploading all receipts, click Continue.

6. Jack’s system, using OCR technology, will read each uploaded receipt(s) one-by-one. It will take a while to read more than one receipt. You can review all expense details before submitting. If you want to upload a new expense(s), you don’t need to go back to prior steps, just click the Add Expense button at the top right of the page. 

7. Continue the process, click here for the next steps. 

How to Submit Multiple Receipts with Jack App

1. Open the Jack App, in the Home menu, click Create Reimbursements button.

2. There will be multiple options available to upload your receipts:

   1. Take a photo: Capture a photo of your receipt using your phone's camera.

   2. Directly select photos: Quickly choose from your most recent photos.

   3. Choose from gallery: Select photos from your phone's gallery.

   4. Upload file: Pick documents or photos from your phone's storage.

   5. Continue without receipt: Create a reimbursement without a receipt, allowing you to save it as a draft. Please note that an expense must have a receipt to be submitted.

Choose the method you want to upload your receipts. 

3. Review the selected receipts. If you want to upload the new ones, click the Add receipt button. Otherwise, click Upload Receipt.

4. Fill the name of your Reimbursement, then click Save Changes.

5. Jack's Optical Character Recognition (OCR) will read your uploaded receipts one-by-one. It will take a while to read more than one receipt.

6. Review and complete all uploaded receipt details. There will be two (2) status shown: Missing Details and Ready to Submit. For a receipt that has Missing Details status, you can edit the receipt until all fields are filled correctly. For a Ready to Submit receipt, you can review the receipt details once again to ensure the data populated is correct. Select the receipt you wish to see or edit 

8. Continue the process, click here for the next steps. 

Related Articles

• Reimbursement Overview

• How to Request a Reimbursement

• Review and Approve or Reject a Reimbursement Request