{"id":143591,"date":"2026-08-24T13:31:41","date_gmt":"2026-08-24T13:31:41","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d8%b5%d8%b1%d9%88%d9%81-%d8%a8%d8%a7%d9%84%d8%b0%d9%83%d8%a7%d8%a1-%d8%a7%d9%84%d8%a7%d8%b5%d8%b7%d9%86%d8%a7%d8%b9%d9%8a\/"},"modified":"2026-08-31T12:56:14","modified_gmt":"2026-08-31T12:56:14","slug":"add-an-expense-with-ai","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/","title":{"rendered":"Add an Expense with AI"},"content":{"rendered":"
\n

The Quick Expense Scanner<\/strong> app allows you to upload an expense document using AI directly from the Expenses screen, automatically creating the expense without the need to enter its details manually.<\/p>\n

Steps<\/h2>\n
You can access AI Expense Scanning in two ways:<\/strong><\/div>\n
\n
\n
\n
\n
\n
\n
\n
\n

Method 1:<\/strong><\/p>\n

    \n
  1. From the Home screen, tap \u201cScan Expense Using AI\u201d<\/strong> displayed at the top of the Expense Scanner app\u2019s Home screen.<\/li>\n
  2. Capture the receipt or invoice, or upload it by tapping the Add Image<\/strong> or Add File<\/strong> icon.<\/li>\n
  3. After scanning the invoice, its data is automatically extracted. You can review the extracted data and modify it as needed.<\/li>\n
  4. After verifying the extracted data, tap Start Processing<\/strong>.<\/li>\n<\/ol>\n

    Method 2:<\/strong><\/p>\n

      \n
    1. From the bottom navigation bar, tap the AI \u201c+\u201d<\/strong> tab displayed in the middle of the navigation bar between the Expenses<\/strong> and AI Sessions<\/strong> tabs.<\/li>\n
    2. Capture the receipt or invoice, or upload it by tapping the Add Image<\/strong> or Add File<\/strong> icon.<\/li>\n
    3. After scanning the invoice, its data is automatically extracted. You can review the extracted data and modify it as needed.<\/li>\n
    4. After verifying the extracted data, tap Start Processing<\/strong>.<\/li>\n<\/ol>\n

      In both cases, either method takes you to AI Expense Scanning.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n

      How the System Works<\/h2>\n
        \n
      • When you scan an invoice using the scan icon, the system automatically extracts the invoice amount and populates it in the Amount<\/strong> field on the same screen. You can review and edit the amount before start processing.<\/li>\n
      • Expenses created through AI scanning are displayed with the \u201cAI Extracted\u201d<\/strong> label, unlike expenses added entirely manually, which do not have this label.<\/li>\n<\/ul>\n

        Validation Rules<\/h2>\n
          \n
        • An expense created through AI scanning cannot be saved until all required fields are completed.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":38,"featured_media":0,"template":"","categories":[5156,5202],"tags":[13454,13249,13458,13455,4452,8108,13456,13308,13457],"class_list":["post-143591","tutorial","type-tutorial","status-publish","hentry","category-daftras-applications","category-fast-expense-recording","tag-add-an-expense-with-ai-en","tag-ai-expense-scanning","tag-ai-invoice-scanning-en","tag-enable-ai-expenses-en","tag-expenses","tag-finance","tag-how-can-i-add-an-expense-with-ai-en","tag-quick-expense-scanner-app","tag-why-does-the-ai-scanning-option-not-appear-when-adding-an-expense-en"],"yoast_head":"\nAdd an Expense with AI - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add an Expense with AI - Daftra Knowledge Base\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-31T12:56:14+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/\",\"name\":\"Add an Expense with AI - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-08-24T13:31:41+00:00\",\"dateModified\":\"2026-08-31T12:56:14+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Add an Expense with AI\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Add an Expense with AI - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/","og_locale":"en_US","og_type":"article","og_title":"Add an Expense with AI - Daftra Knowledge Base","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-08-31T12:56:14+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/","name":"Add an Expense with AI - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-08-24T13:31:41+00:00","dateModified":"2026-08-31T12:56:14+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/add-an-expense-with-ai\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Add an Expense with AI"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/143591","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/38"}],"version-history":[{"count":7,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/143591\/revisions"}],"predecessor-version":[{"id":144435,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/143591\/revisions\/144435"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=143591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=143591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=143591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}