{"id":143592,"date":"2026-08-24T13:43:47","date_gmt":"2026-08-24T13:43:47","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=143592"},"modified":"2026-08-30T08:47:49","modified_gmt":"2026-08-30T08:47:49","slug":"merge-multiple-files-into-a-single-expense-using-ai","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/merge-multiple-files-into-a-single-expense-using-ai\/","title":{"rendered":"Merge Multiple Files into a Single Expense Using AI"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">This feature allows you to upload several expense documents at once from the <\/span><b style=\"color: #111827;\">Quick Expense Scanner Mobile App <\/b>and<span style=\"font-weight: 400;\"> merge them together, so they\u2019re processed and created as a single expense, instead of creating a separate expense for each file, suiting cases where a single invoice spans multiple pages or related documents.<\/span><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><b style=\"color: #111827;\">Before You Begin<\/b><\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You must have the <\/span><b style=\"color: #111827;\">\u201cAdd Expense\u201d<\/b><span style=\"font-weight: 400;\"> permission.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">This feature can be accessed from the <strong style=\"color: #111827;\">\u201cUpload Receipts\u201d<\/strong> screen using AI.<\/li>\n<\/ul>\n<h2 id=\"steps_to_upload_and_merge_multiple_files_into_a_single_expense\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps to Upload and Merge Multiple Files into a Single Expense<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><b style=\"color: #111827;\">First: Uploading the Files<\/b><\/p>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From the <\/span><b style=\"color: #111827;\">\u201cUpload Receipts\u201d<\/b><span style=\"font-weight: 400;\"> screen using AI, choose one of the available upload methods:<\/span>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">Capture a photo<\/b><span style=\"font-weight: 400;\"> (via camera).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">Select from gallery<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">Attach a PDF \/ Excel file<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select one or more files.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The system automatically validates the selected files.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Valid files are added to the upload list, and their details appear (file name, size, and a thumbnail preview for images).<\/span><\/li>\n<\/ol>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><b style=\"color: #111827;\">Second: Merging the Files into a Single Expense<\/b><\/p>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From the uploaded files list, enable <\/span><b style=\"color: #111827;\">\u201cBulk Actions.\u201d<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the files you want to merge together into a single expense, or tap <\/span><b style=\"color: #111827;\">\u201cSelect All,\u201d<\/b><span style=\"font-weight: 400;\"> then tap <\/span><b style=\"color: #111827;\">\u201cMerge Invoices.\u201d<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">the <\/span><b style=\"color: #111827;\">\u201cMerge [number of invoices] Invoices Into\u201d<\/b><span style=\"font-weight: 400;\"> screen, enter the <\/span><b style=\"color: #111827;\">Group Name <\/b><span style=\"font-weight: 400;\">name, then tap <\/span><b style=\"color: #111827;\">\u201cSave.\u201d<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The app groups these files together under the group name, where a delete icon and a hide\/show icon appear next to the group name.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once AI processing starts, all selected files are merged into a single processing unit, and appear in the processing list under a unified name.<\/span><\/li>\n<\/ol>\n<h2 id=\"how_the_system_works\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How the System Works<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The first file selected within the merge group is used as the main reference file for extracting the expense data via AI.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The remaining selected files are included in the processing operation, and are all attached to the resulting expense as additional attachments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Only one expense is created from the fully merged group of files, and all files appear as a single item within the processing and results lists.<\/span><\/li>\n<\/ul>\n<h2 id=\"validation_rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Validation Rules<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The account must have a sufficient balance of <\/span><b style=\"color: #111827;\">AI Coins (AIC)<\/b><span style=\"font-weight: 400;\"> to complete the processing operation.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b style=\"color: #111827;\">File type:<\/b><span style=\"font-weight: 400;\"> only JPG, PNG, PDF, or XLSX are accepted; any other type is automatically rejected with a clear error message.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b style=\"color: #111827;\">File size:<\/b><span style=\"font-weight: 400;\"> must not exceed 10MB per file; larger files are rejected.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b style=\"color: #111827;\">Number of files:<\/b><span style=\"font-weight: 400;\"> maximum of 100 files per batch.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b style=\"color: #111827;\">Corrupted or invalid files:<\/b><span style=\"font-weight: 400;\"> automatically rejected from processing with a clear error message explaining the reason for rejection.<\/span><\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[5156,5202],"tags":[13445,13447,13443,13441,13448,13446,13442,13444],"class_list":["post-143592","tutorial","type-tutorial","status-publish","hentry","category-daftras-applications","category-fast-expense-recording","tag-how-do-i-merge-multiple-invoices-into-one-expense","tag-maximum-file-size-and-count-for-uploads","tag-merge-invoices-into-one-expense","tag-merge-multiple-files-into-a-single-expense","tag-steps-to-upload-and-merge-multiple-files-into-a-single-expense","tag-supported-file-types-for-expense-uploads","tag-upload-expense-documents-using-ai","tag-upload-receipts-via-camera-or-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Merge Multiple Files into a Single Expense Using AI - Daftra Knowledge Base<\/title>\n<meta name=\"description\" content=\"Learn how to 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