To create an Expense document from File Vault, which involves uploading image or PDF files to create an Expense document with automatic attachments, follow these steps:

Step 1: Go to Expenses menu >> File Vault.

Step 2: Click the '+ Add new file' button to add a new file (you can skip this step to 'Step 3' if you have already added files).

A pop-up window will appear, you can drag and drop a file or click to select the file. Once you have selected the file, click the 'confirm' button.

Note: The file extensions that the system allows for uploading are as follows.

pdf, .png, .jpg, .gif, .txt, .csv, .xlsx, .docx, .zip, .rar, .7z, .jpeg, .pptx, and Key.

Each file must not exceed 5 MB, and you can upload up to 5 files at a time.

Step 3: Create an Expense document from the uploaded files.

Click the '+ Record' button to create a record based on the required file.

A pop-up window will appear, prompting you to create a new transaction.

Note: For this function, there is an AI system for transaction creation. When you click the '+Record' transaction button in the File Vault, the system will search for the most recently created transaction to display.

Specify the following information:

Create or assign: Select 'Create New' to generate an expense document.

Document Type: Select 'Expense' to create an expense document.

Seller: Provide the supplier's information from received document.

Issue Date: Specify the document's issue date.

Pricing Type: This will auto-select the 'Exclude VAT' type. You can click the Dropdown symbol to change it if needed.

Received Tax Invoice: If you have received a tax invoice, you can click to indicate that you have received one.

If you select that you have received a tax invoice, you will need to enter the tax invoice number and date.

Account/Expense: Specify the chart of account for the account/expense you want to record.

Description: The PEAK program will fetch the description based on the specified account/expense 'chart of account'. You can also add additional details by typing them.

Price/Q: Enter the unit price.

VAT: Specify the value-added tax (VAT) rate. The available options are "None," "0%," and "7%."

WHT: Specify the withholding tax rate if applicable. If no withholding tax is applicable, you can skip this field.

+Add New Item: Click this button to add multiple items.

There are 2 cases for payment:

Case 1: No Payment

Click the "Not Payment Yet (Payable)" button to create a Payable and then click Approve button or Save Draft button as desired.

Case 2: Payment

Specify the payment method and the payment amount.

'+ Add New Payment Method' button : If there are multiple payment methods, you can click this button to add them.

Withholding Tax : If there is a withholding tax, you can check the box, specify the withholding tax rate, and enter the amount.

Once you have entered all the required information, you can click the Approve button or Save Draft button as desired.

Step 4: After approving the transaction or saving it as a draft, the column 'Action' will display the document number generated by the system.

You can click the document number to view the recorded expense document.