{"id":47866,"date":"2026-03-03T10:48:47","date_gmt":"2026-03-03T10:48:47","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%b1%d9%81%d8%b9-%d9%85%d8%b5%d8%b1%d9%88%d9%81-%d8%b9%d9%86-%d8%b7%d8%b1%d9%8a%d9%82-%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":"2026-03-05T11:52:19","modified_gmt":"2026-03-05T11:52:19","slug":"uploading-expenses-via-ai","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/","title":{"rendered":"Uploading Expenses via AI"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1772691930366{margin-left: 200px !important;}&#8221;]Manually entering expenses can be time-consuming and labor-intensive. The system allows you to create expenses automatically with AI assistance, simply upload an invoice or receipt, and the system extracts the data and fills in the fields for you.[\/vc_column_text][vc_custom_heading text=&#8221;Uploading Files and Starting Processing&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772692137132{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1772707873230{margin-left: 200px !important;}&#8221;]<\/p>\n<p data-start=\"145\" data-end=\"272\">From the main menu, click <strong data-start=\"171\" data-end=\"184\">\u201cFinance\u201d<\/strong>, and select <strong data-start=\"198\" data-end=\"212\">\u201cExpenses\u201d<\/strong> from the dropdown menu, then click <strong data-start=\"255\" data-end=\"272\">\u201cAI Uploads.\u201d<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47896 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>The system accepts files in the following formats: PDF, PNG, JPG, XLSX, with a maximum size of 10 MB per file, and you can upload up to 100 files at once.<\/p>\n<p>You will see the file upload interface, which supports two methods:<\/p>\n<ul>\n<li>Drag and drop files directly into the designated area.<\/li>\n<li>Click \u201c<strong>Browse Files<\/strong>\u201d to open a browsing window on your device.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47898 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Upload-Scanned-Documents.png\" alt=\"\" width=\"1365\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Upload-Scanned-Documents.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Upload-Scanned-Documents-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Upload-Scanned-Documents-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Upload-Scanned-Documents-768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>Once files are selected, the system automatically performs several checks to verify each file before processing:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>File type:<\/strong> Is it supported (PDF, PNG, JPG, XLSX)?<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Size:<\/strong> Does it exceed 10 MB?<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>File integrity:<\/strong> Is it not corrupted or encrypted?<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Duplicate check:<\/strong> Has this file been uploaded before in the same batch?<\/li>\n<\/ul>\n<p>Below the &#8220;<strong>Attachment<\/strong>&#8221; field, a list displays all added files showing: name, size, status, progress bar, and buttons for preview, delete, or cancel processing.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47939 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/attachments-.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/attachments-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/attachments--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/attachments--1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/attachments--768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote data-start=\"178\" data-end=\"324\">\n<p data-start=\"180\" data-end=\"324\">Files that fail any of these checks are rejected immediately with a notification, and the corresponding AI Credits (AIC) are still deducted.<\/p>\n<\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;File Processing Stages and Statuses&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772696433114{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1772708487829{margin-left: 200px !important;}&#8221;]After uploading, each file goes through sequential statuses reflecting its stage in the processing cycle:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Queued:<\/strong> The file is waiting in line; processing has not started.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Processing:<\/strong> AI is currently extracting data from the file.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Ready for Review:<\/strong> Extraction is complete and awaiting your review and confirmation.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Completed:<\/strong> The file has been reviewed and the expense successfully saved.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Limit Reached:<\/strong> Your AI Credits balance is depleted; remaining files will not be processed until recharged.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Failed:<\/strong> The system could not read or process the file; you can retry using the Retry button.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]If AIC runs out during a batch, the system completes the current file and then stops processing the remaining files. A notification appears with a \u201c<strong>Purchase AIC<\/strong>\u201d button to recharge and resume processing.[\/vc_message][vc_custom_heading text=&#8221;AI Data Extraction and Confidence Level&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772699709830{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1772701770083{margin-left: 200px !important;}&#8221;]Once a file is processed, the system automatically extracts the following fields and attempts to match them with your account data:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Amount:<\/strong> Extracted directly from the file.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Currency:<\/strong> Matched using the currency code from your account.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Description:<\/strong> Extracted directly from the file.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Date:<\/strong> Extracted directly from the file.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Vendor:<\/strong> Matched first by tax ID \/ commercial registration number, then by supplier name, then other data.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Tax:<\/strong> Matched by percentage first, then by name.<\/li>\n<\/ul>\n<p>Each extracted field includes a confidence level indicating the accuracy of the match:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>High Confidence:<\/strong> The field is filled automatically; you can edit it.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Medium Confidence:<\/strong> The field is filled automatically with a warning to review before saving.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Low Confidence \/ No Match:<\/strong> The field is left empty or displays the extracted value as \u201c<strong>New<\/strong>\u201d, prompting manual verification.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47918 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expense-Details-.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expense-Details-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expense-Details--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expense-Details--1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expense-Details--768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p>If the system cannot identify a tax name from the file, it automatically applies the first available tax in your account and assigns the detected amount.<\/p><\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Reviewing Data and Creating the Expense&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772702248623{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1772711050426{margin-left: 200px !important;}&#8221;]Once the file reaches \u201c<strong>Ready for Review<\/strong>\u201d, click it to open the expense form. All fields are pre-filled with extracted data, and you can manually adjust any field before saving.<\/p>\n<p><b>Adding a Supplier or Tax Not in the System<\/b><\/p>\n<p>If the system does not find a match for a supplier or tax, it shows a suggestion in the dropdown in the format: <strong data-start=\"233\" data-end=\"272\">&#8220;Add<\/strong>&#8220;. By clicking on it:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Supplier:<\/strong> Opens a popup screen to create the new supplier.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><strong>Tax:<\/strong> Opens a sidebar to add the new tax.<\/li>\n<\/ul>\n<p>You can also assign a cost center for the expense or enable \u201c<strong>Recurring<\/strong>\u201d to make it a recurring expense.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47962 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Uploaded-Expense.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Uploaded-Expense.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Uploaded-Expense-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Uploaded-Expense-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Uploaded-Expense-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p><b>Save Options:<\/b><\/p>\n<ul>\n<li><strong>Preview Uploaded Invoice:<\/strong> View the final expense before saving.<\/li>\n<li><strong>Save as Draft:<\/strong> Save without approval.<\/li>\n<li><strong>Save &amp; Print:<\/strong> Save and immediately print the expense.<\/li>\n<li><strong>Save &amp; Don&#8217;t Print:<\/strong> Save and approve the expense directly.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47923 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Saving-Options.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Saving-Options.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Saving-Options-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Saving-Options-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Saving-Options-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Identifying AI-Created Expenses&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772703713163{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1772703961669{margin-left: 200px !important;}&#8221;]After saving, AI-created expenses appear in the \u201c<strong>Expense<\/strong>\u201d page with an AI icon next to them, making it easy to distinguish between automated and manually entered expenses.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-47927 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-created-expense-1-1.png\" alt=\"\" width=\"1365\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-created-expense-1-1.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-created-expense-1-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-created-expense-1-1-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-created-expense-1-1-768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Tracking AI Coins Consumption&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772704009369{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1772709871882{margin-left: 200px !important;}&#8221;]The &#8220;<strong>AIC Consumption Report<\/strong>&#8221; provides a comprehensive overview of how &#8220;<strong>Artificial Intelligence Credits<\/strong>&#8221; are used within your account. It allows you to monitor your current balance, track total credit usage during the billing cycle, and review detailed records of each AI operation performed in the system.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;AIC Consumption Summary&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772709909149{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p data-start=\"479\" data-end=\"575\">At the top of the report, a summary section displays key information about your AI credit usage:<\/p>\n<ul>\n<li data-start=\"579\" data-end=\"665\"><strong data-start=\"579\" data-end=\"591\">Balance:<\/strong> Shows the current number of AI Credits (AIC) remaining in your account.<\/li>\n<li data-start=\"668\" data-end=\"779\"><strong data-start=\"668\" data-end=\"698\">Total Consumption \/ Cycle:<\/strong> Displays the total number of AI Credits used during the current billing cycle.<\/li>\n<li data-start=\"782\" data-end=\"874\"><strong data-start=\"782\" data-end=\"792\">Cycle:<\/strong> Indicates the active billing cycle during which AI credit consumption is tracked.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Report Filters&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772709954053{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p data-start=\"896\" data-end=\"985\">You can refine the report results using several filters to locate specific AI operations:<\/p>\n<ul>\n<li data-start=\"989\" data-end=\"1100\"><strong data-start=\"989\" data-end=\"998\">Type:<\/strong> Filter operations by the type of AI process performed (e.g., data extraction, document processing).<\/li>\n<li data-start=\"1103\" data-end=\"1185\"><strong data-start=\"1103\" data-end=\"1119\">Consumed by:<\/strong> View consumption based on the user who performed the AI action.<\/li>\n<li data-start=\"1188\" data-end=\"1283\"><strong data-start=\"1188\" data-end=\"1202\">From \/ To:<\/strong> Specify a date range to display AI credit usage within a selected time period.<\/li>\n<li data-start=\"1286\" data-end=\"1383\"><strong data-start=\"1286\" data-end=\"1297\">Status:<\/strong> Filter records by their processing status (such as completed or failed operations).<\/li>\n<li data-start=\"1386\" data-end=\"1490\"><strong data-start=\"1386\" data-end=\"1397\">Branch:<\/strong> Display AI credit usage related to a specific branch if the multi-branch feature is enabled.<\/li>\n<\/ul>\n<p><b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-47952\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Report.png\" alt=\"\" width=\"1365\" height=\"614\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Report.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Report-300x135.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Report-1024x461.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Report-768x345.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/b><\/p>\n<p data-start=\"149\" data-end=\"233\">The report provides <strong data-start=\"169\" data-end=\"185\">three charts<\/strong> to help you quickly understand AI credit usage:<\/p>\n<ul>\n<li><strong>Available vs Consumed:<\/strong> Shows the portion of AI Credits used versus remaining (e.g., 89.8% available).<\/li>\n<li><strong>Consumption by Type:<\/strong> Displays which operation types consumed credits (e.g., 100% for Expense processing).<\/li>\n<li><strong>Consumption by User:<\/strong> Highlights credit usage per user (e.g., all 51 credits used by a single user).<\/li>\n<\/ul>\n<p data-start=\"0\" data-end=\"91\">This table below the charts is an the &#8220;<strong data-start=\"17\" data-end=\"43\">AIC Consumption Report&#8221;<\/strong> summarizing operations for a company. It shows:<\/p>\n<ul>\n<li data-start=\"95\" data-end=\"180\"><strong data-start=\"95\" data-end=\"119\">Operation ID &amp; Date:<\/strong> Unique identifiers and execution dates for each operation.<\/li>\n<li data-start=\"183\" data-end=\"247\"><strong data-start=\"183\" data-end=\"200\">AIC Consumed:<\/strong> The number of AI credits used per operation.<\/li>\n<li data-start=\"250\" data-end=\"306\"><strong data-start=\"250\" data-end=\"259\">Type:<\/strong> All operations are categorized as &#8220;Expense.&#8221;<\/li>\n<li data-start=\"309\" data-end=\"387\"><strong data-start=\"309\" data-end=\"325\">Consumed by:<\/strong> The entity using the credits.<\/li>\n<li data-start=\"390\" data-end=\"478\"><strong data-start=\"390\" data-end=\"412\">Branch &amp; Platform:<\/strong> The branch and platform used.<\/li>\n<li data-start=\"481\" data-end=\"566\"><strong data-start=\"481\" data-end=\"492\">Status:<\/strong> Current status of each operation (Ready for Review, Failed, Completed).<\/li>\n<li data-start=\"569\" data-end=\"637\"><strong data-start=\"569\" data-end=\"588\">Invoice Number:<\/strong> Linked invoice if available; otherwise, empty.<\/li>\n<\/ul>\n<p data-start=\"149\" data-end=\"233\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-47956\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-Report-.png\" alt=\"\" width=\"1207\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-Report-.png 1207w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-Report--300x157.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-Report--1024x537.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/AI-Report--768x403.png 768w\" sizes=\"auto, (max-width: 1207px) 100vw, 1207px\" \/><\/p>\n<p data-start=\"149\" data-end=\"233\">You can filter the table and export the results as a CSV file, maintaining the exact view after filtering and sorting.<\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]For operations with the status <strong data-start=\"101\" data-end=\"116\">&#8220;Completed&#8221;<\/strong>, the ID is clickable and will take you directly to the corresponding expense file.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2118,2119],"tags":[8681,8677,8683,8682,8108,8684,3847,8678,8679,8680],"class_list":{"0":"post-47866","1":"user_manual","2":"type-user_manual","3":"status-publish","4":"hentry","5":"category-finance","6":"category-expenses","7":"tag-adding-expenses","8":"tag-ai-en","9":"tag-ai-expense","10":"tag-ai-upload","11":"tag-finance","12":"tag-upload-expense","13":"tag---en","16":"tag-------en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Uploading Expenses via 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\/user_manual\/uploading-expenses-via-ai\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Uploading Expenses via AI - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1772691930366{margin-left: 200px !important;}&#8221;]Manually entering expenses can be time-consuming and labor-intensive. The system allows you to create expenses automatically with AI assistance, simply upload an invoice or receipt, and the system extracts the data and fills in the fields for you.[\/vc_column_text][vc_custom_heading text=&#8221;Uploading Files and Starting Processing&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772692137132{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-05T11:52:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\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\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png\",\"width\":1365,\"height\":631},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/\",\"name\":\"Uploading Expenses via AI - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#primaryimage\"},\"datePublished\":\"2026-03-03T10:48:47+00:00\",\"dateModified\":\"2026-03-05T11:52:19+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Uploading Expenses via AI\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Uploading Expenses via 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\/user_manual\/uploading-expenses-via-ai\/","og_locale":"en_US","og_type":"article","og_title":"Uploading Expenses via AI - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1772691930366{margin-left: 200px !important;}&#8221;]Manually entering expenses can be time-consuming and labor-intensive. The system allows you to create expenses automatically with AI assistance, simply upload an invoice or receipt, and the system extracts the data and fills in the fields for you.[\/vc_column_text][vc_custom_heading text=&#8221;Uploading Files and Starting Processing&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1772692137132{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-03-05T11:52:19+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"8 minutes"},"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":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/03\/Expenses-AI-Upload.png","width":1365,"height":631},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/","name":"Uploading Expenses via AI - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#primaryimage"},"datePublished":"2026-03-03T10:48:47+00:00","dateModified":"2026-03-05T11:52:19+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/uploading-expenses-via-ai\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Uploading Expenses via AI"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/47866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":13,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/47866\/revisions"}],"predecessor-version":[{"id":47969,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/47866\/revisions\/47969"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=47866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=47866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=47866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}