How to add expense using the AI smart capture
Follow these quick and easy steps to add an expense using the AI Smart Capture feature in the Cashflow section of the web app.
Step 1: Choose ‘Cashflow’
Navigate to the ‘Cashflow’ section located in the sidebar.
Step 2: Upload Your Receipt Using AI Smart Capture
On the Cashflow page, simply drag and drop your receipt file from your device.
The AI will automatically extract details from the uploaded receipt and generate an expense entry based on the receipt's information.
You have now added an expense automatically using the AI smart capture.
FAQ
Q: What file types are supported?
A: The platform supports image and PDF file formats.
Q: Can I edit an expense after it has been added using AI Smart Capture?
A: Yes, you can edit an expense by either clicking directly on the expense item in the list or selecting the vertical ellipsis icon for more options.
Q: If I update the image on an existing expense, will the details such as category, amount, and date automatically update?
A: No, updating the image does not automatically update the associated details. You will need to manually edit the category, amount, and date to ensure they match the updated image.
Q: I can't find the prompt instruction on how to add a receipt using AI Smart Capture. How do I do it?
A: To add a receipt, simply drag and drop the receipt file from your device into the page, and AI Smart Capture will take care of the rest.
Q: Why can’t I see the expenses I added in the mobile app's cash flow feature?
A: Currently, expenses added in the mobile app cash flow are not synced with the web app, and vice versa. If you’d like to share your ideas or request this feature, please submit your feedback on our feature request page.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.