Add and Categorize an Expense
Complete workflow to add an expense with AI categorization.
Overview
This workflow shows how to add an expense record with AI-assisted categorization, upload a receipt, and submit for approval if required.
Step-by-Step: Add an Expense
- 1
Go to Expenses → Expenses.
- 2
Click Add Expense.
- 3
Enter the date of the expense.
- 4
Enter the amount and select the currency.
- 5
In the Supplier field, type the vendor name (e.g., "Staples").
- 6
The AI will suggest a category — review the suggestion.
- 7
If the suggestion looks right, click Accept. Otherwise, choose the correct category manually.
- 8
Add a description (e.g., "Office printer paper and toner").
- 9
Click the Upload Receipt button to attach a photo or PDF of the receipt.
- 10
Add any notes if needed.
- 11
Click Save.
- 12
If approval is required, the expense is submitted automatically and the approver is notified.
- 13
If no approval is needed, the expense is recorded immediately.
Tip
Upload receipts at the time of adding the expense while you still have them. This makes audits and reimbursements much smoother.
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