Before you start
Prerequisites and permissions
Have ready
- Expense access and a business document you are authorised to handle.
Access rules
- Documents and suggestions remain private business and permission-scoped.
Where to find it
Navigation map
- Capture
- Expenses → Intake → New
- Review intake
- Expenses → Intake
Walkthrough
Step by step
- 01
Capture the source document
Upload only the intended business evidence. A successful upload creates private evidence, not a posted Expense.
- 02
Review every suggested field
Suggestions require manual review. Confirm supplier, date, currency, tax and total against the source document before using them.
- 03
Post the current reviewed version
Create the Expense only after the classified draft is complete and unchanged. Refresh and review again after a version conflict.
Troubleshooting
If something does not look right
The suggested values do not match the document.
Keep the intake unposted, correct the classified draft from the source evidence, and report a duplicate only after reviewing the visible match.
Keep going