How to Record an Expense From a Receipt the Assistant Read

When the assistant reads a receipt, you can record a complete suggestion immediately or review the available details in the full expense drawer.

Start from the receipt

1. Open the assistant and select the Receipts tab.
2. Open the receipt you want to record.
3. Review the details the assistant found.

When Quick create is offered

Quick create is offered only when the receipt has all four of these details:

• Vendor
• Amount
• Date
• Suggested account

Click Quick create to record the expense immediately using those details. You do not need to open the expense drawer first.

When Review and approve is offered

If the vendor, amount, date, or suggested account is missing, the receipt needs review. Click Review and approve to open the same full expense drawer used everywhere else.

The drawer is filled with every detail the assistant could read. Complete or correct the information, choose any project, category, or labels, then review and submit the expense.

Good to know

• Quick create records the expense right away. Use it only after checking the four suggested details.
• Review and approve does not record the expense when the drawer opens. You can change the details before submitting.
• If even one of the four required details is missing, the assistant offers Review and approve instead of Quick create.