Using Genius Scan App for Credit Card Receipt Submission

Modified on Fri, Oct 31 at 8:59 AM

Genius Scan is deployed to all CB handhelds for scanning documents via phone camera. It is also a free download on personal devices.

 

Step 1

 

In the Genius Scan app, tap the camera icon to start automatically scanning receipts.

 

A screenshot of a phone

AI-generated content may be incorrect. A screenshot of a phone

AI-generated content may be incorrect.


Step 2

 

While scanning, the document will highlight in orange, and the white line will rotate. The orange circle shows the number of pages scanned. 

 

Tap the checkmark to pause scanning.

 

 A paper with writing on it

AI-generated content may be incorrect. A green line on a table

AI-generated content may be incorrect.


Step 3

 

3A: On the share screen you can change the name if desired (top of screen).

 

3B: Pages in this file will be shown: 

  • To add more, click (+). 
  • To edit, tap a page. 
  • To delete a page, long-press it, then tap the three dots at top right. 

 

3C: When finished, tap the share icon at the top. 

 

3D: Scroll down and tap Outlook to send the scan in an email.

 

 


Step 4

 

Enter creditcard@choicebooks.com in the To box at the top of the screen then tap the send button (arrow). 

 A screenshot of a phone

AI-generated content may be incorrect. 





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