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 Expenses section of the web app.
Step 1: Choose ‘Expenses’
Navigate to the ‘Expenses’ section located in the sidebar.
Step 2: Upload Your Receipt Using AI Smart Capture
On the 'AI smart capture' feature, drag and drop your receipt file or click the upload area to select the receipt 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.
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