Check your account allowance and the file limits shown before using AI Assistant.
1. Check access and credits
Open Billing and Plan from the account menu. Review the current plan, available AI credits, and offered options.
2. Check your role
Make sure you can access the selected business. Owners confirm ordinary record changes; team members have permitted reads and specifically supported proposal actions.
3. Check attachments
The expense attachment flow supports CSV, XLS, XLSX, JPG/JPEG, and PNG. It normally allows 5 files, at most 3 images, 10 MB per file, and 20 MB per message; follow any lower limit shown.
4. Prepare a small clean file
Use plain spreadsheet values. Only the first sheet, up to 50 non-empty rows and 30 columns, is read. Use the normal import tool for larger or non-expense imports.
5. Review the charge and result
Review any receipt-analysis credit charge before sending. Check proposed records before confirming. Ask AI product guidance uses a separate flow and does not use the AI Assistant wallet.