Review AI-Extracted Data and Save the Expense

This feature allows the Quick Expense Scanner Mobile App user to review the data extracted by AI from the expense document before saving it, with the ability to confirm the accuracy of each field or edit it, before completing the final save.

Before You Begin

• You must have uploaded one or more expense documents via the “Upload Receipts” screen using AI, and started processing them.
• The file must reach the “Ready for Review” status before the review screen can be opened.

Steps to Review AI-Extracted Data and Save the Expense

1. Tap the “Tap to Review” button below any file with “Ready to Review” status.
2. The “Review Extracted Expense” screen opens, displaying the AI-extracted data grouped into logical sections, all of which are editable by the user:
   • Amount (mandatory).
   • Tax and total including tax (if applicable).
   • Date.
   • Supplier, with the option to add a new supplier. For more, read the Add a New Supplier article.
   • Payment details (Treasury and Journal Account).
   • Additional details (Category and Description, if available).
   • Attachments, with the option to upload an image or file, or capture a photo using the device’s camera.
3. Review all the fields and edit any field if needed, then tap “Save & Continue.”

How the System Works

• No data is saved automatically during the review step; the user only reviews and edits data on this screen.
• The original uploaded file remains accessible for reference throughout the review process.
• Any field extracted by AI can be edited manually at any time during the review.
• Once the review is saved, the file’s status changes from “Ready to Review” to “Completed.”

Validation Rules

• Amount is mandatory; it must be filled in before the review can be completed and the next step can be reached.