Review Receipt

Explanation

This step will view all the information of the receipt which needs to be filled for the Expense Line with an image of the Receipt. If the predictions are enabled for all the fields (enabled predictions in the Quick Expense Reporter Configuration), then all the information of the expense line will get filled, and the user can edit these if there are some changes needed. If the information which AI has predicted initially are required, then use the "Restore Auto-Suggestions" option.

To add another receipt for the same expense sheet then use the "Save and Add Another Receipt" option.

When the receipt contains more than one line, then information of the receipt will be viewed under two different options.

• Add Receipt Total Only

• Add Each Receipt Line Separately

User can decide which option is required and do the changes accordingly.

Tax amount will be obtained from the Receipt. But if receipt does not have a tax but the connected expense code contains a tax percentage then the tax calculation will be done based on that.

There can be various tax types and expense lines in expense receipts.

1. When the user uploads an expense receipt which contains single expense line with single tax line;
• If the tax percentage associated with the expense code matches the tax percentage on the expense receipt, the output will display the gross amount and the tax amount, with the tax amount saved against the default tax line.
• If there is no tax percentage associated with the expense code, an error message will be generated resulting a stop for the flow.
• If there are mismatched tax percentages between the receipt and the expense code, the output will display the gross amount and the tax amount, with the tax amounts shown as zero.
2. When the user uploads an expense receipt which contains single expense line with multiple tax lines;
• If the tax percentages associated with the expense code matches the tax percentages on the expense receipt, the output will display the gross amount and the tax amount, with the tax amounts saved against the default tax lines.
• If there is no tax percentage associated with the expense code, an error message will be generated resulting a stop for the flow.
• If there are mismatched tax percentages between the receipt and the expense code, the output will display the gross amount and the tax amount, with the tax amounts shown as zero.
3. When the user uploads an expense receipt which contains multiple expense lines with different tax lines;
• If the tax percentages associated with the expense code matches the tax percentages on the expense receipt, the output will display the gross amount and the tax amount, with the tax amount saved against the default tax line.
• If there is no tax percentage associated with the expense code, the output will display the gross amount and the tax amount, with the tax amounts shown as zero.
• If there are mismatched tax percentages between the receipt and the expense code, the output will display the gross amount and the tax amount, with the tax amounts shown as zero.

Prerequisites

Image/document of the receipt needs to be uploaded. If it is not uploaded then user can still navigate to the review receipt step where he/she can manually insert the information.

System Effects

Information related to expense line will be created.