This step will only be visible for the user if the Predictions are enabled in the Quick Expense Reporter Configuration. This is the initial step of the AI intergrated Quick Expense Reporter.
JPG, JPEG, PNG, and TIF files are scanned when the images are uploaded to the "media library". PDF and TIFF files will be scanned if they are uploaded to the Documents library. (User can upload Receipts, one at a time. Uploading file size should be less than 5MB for both libraries)
However, the user can still upload other supported file types as per the relevant
library but will not be scanned. (instead, it'll be attached as an attachment)
User can define to which Expense sheet type the expense
line belongs to, A New Expense Sheet or Existing Expense Sheet and the connected
Project Activity or Work Order of the Expense Sheet.
Quick Expense Reporter configuration
needs to be created.
Expense Rule and Expense codes needs to be created.
Expense Rule needs to be assigned to the employee.,
If the default expense
rule is connected to “documents” library and a attachment will be uploaded,
there has to be a default document class and document default values (defined
in document management basic data.)
Once the receipt is uploaded the next step’s information
will be filled based on the configuration is created.