Attach receipt files to AI Assistant and check every suggested expense before saving.

1. Open AI Assistant

Select the correct business and choose AI Assistant. Use its attachment control, not Ask AI.

2. Attach supported files

Attach JPG, JPEG, or PNG receipts, or a supported expense spreadsheet. Check the allowance shown beside the upload. Describe what the receipts represent and how they were paid.

A combined expense action card shows each proposed row before confirmation.
A combined expense action card shows each proposed row before confirmation.

3. Review each row

Compare the proposed date, title, amount, currency, category, tax, and paying account with the receipt. Check any duplicate warning and the displayed default account.

4. Confirm only correct expenses

Ask for corrections if needed, then choose Confirm as the account owner. Uploading a file alone saves no expense.

5. Check the saved records

Open Purchases → Expenses. Find the entries and compare their amounts with the receipts. Do not record costs already represented by a bill and its payment.