Reviewing and Confirming a Scanned Receipt
A detailed guide to the receipt review screen in AskBiz — understanding each pre-filled field, how to edit values before saving, and what happens when you confirm.
Key Takeaways
- Always review every field on the review screen before tapping Confirm — the AI is accurate but not infallible.
- Tap any field to edit it directly on the review screen without losing the other extracted values.
- Tapping Confirm writes the expense to your database and the entry appears in the list immediately.
What the Review Screen Shows
After the AI has processed your receipt image, the review screen appears. This screen is laid out similarly to the manual entry form. At the top you see a small thumbnail of the receipt image you submitted, which you can tap to expand if you want to cross-reference the original. Below the thumbnail are five editable fields: Vendor, Date, Amount, Category, and Notes. Each field displays the value the AI extracted, along with a coloured confidence indicator: green for high confidence (above 80), amber for medium confidence (50 to 80), and red for low confidence (below 50).
Reading the Confidence Indicators
The confidence indicators are visual signals designed to tell you where to focus your attention. If all five indicators are green, a quick glance at each value is usually sufficient before confirming. If you see an amber or red indicator, that field warrants careful checking against the original receipt. Common causes of low confidence include a partially obscured total amount, a date in an unusual format, or a vendor name that appears only in a small font. The indicator for the Notes field is less critical because notes are optional — a red indicator there simply means the AI could not confidently suggest anything.
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Start for free →Editing a Field Before Confirming
To edit any field on the review screen, tap directly on it. The field becomes editable and a keyboard or picker appears. For text fields such as Vendor and Notes, a text keyboard opens and you can type a replacement value. For the Date field, a calendar picker opens. For Amount, a numeric keyboard appears. For Category, a scrollable list of the 14 categories appears. Make your correction and then tap Done or tap elsewhere to dismiss the keyboard. The edited value replaces the AI suggestion, and the confidence indicator for that field disappears since you have manually verified the value.
Confirming and What Happens Next
Once you are satisfied with all the fields, tap the blue Confirm button at the bottom of the screen. AskBiz writes the expense record to the Supabase database under your account. The review screen closes and you are returned to the Expenses tab. The new entry appears at the top of the expenses list sorted by date. The Category Breakdown bar updates to include this expense. The CFO metric cards — particularly the Daily Net Gain/Burn card and the Cash Runway card — recalculate automatically based on the updated expense data.
If You Want to Discard the Scan
If you decide you do not want to save the scanned receipt, tap the Cancel or Back button at the top left of the review screen. No data is saved. You are returned to wherever you were in the app before opening the scanner. The image is discarded and does not appear in any history. You can then either try scanning again or add the expense manually using the Add Expense form.