How to Review and Save Receipts in AI Expense

After uploading or syncing receipts through Google Drive, you can review, edit, and save each expense record to ensure all details are accurate before finalizing them in your account.

Step-by-Step Guide

1. Go to AI Expense
   • Log in to your Fynlo account at manage.fynloapps.com.
   • From the left-hand menu, select AI Expense Beta.
2. Open the Receipts Tab
   • Click on the Receipts tab to view all scanned and synced receipts.
   • You’ll see details such as Amount, Pay From, Currency, Payment Method, and Reference No.
3. Select a Receipt to Review
   • On the right-hand side under Actions, click the dropdown arrow (˅) next to a receipt.
   • Choose “Review and Save.”
4. Review Expense Details
   • A new window will open showing all scanned receipt details:
     • Pay From (source of payment)
     • Currency
     • Payment Date
     • Reference Number
     • Expense Items (each product/service detected from the receipt)
   • Verify that all fields are correct. You can click the edit icon (✏️) beside any value to make changes.
5. Check Expense Items
   • Review each line item:
     • Item name or description
     • Category (e.g., Meals & Entertainment, Office Supplies, etc.)
     • Price and Tax
     • Item Subtotal
   • You can add more items using the “Add Another Item” button or delete any incorrect ones by clicking the trash icon (🗑️).
6. Attach Supporting Documents
   • You can attach additional receipts, invoices, or bank statements using Drag and Drop Files to Upload.
7. Review Summary
   • At the bottom right, review the Sub Total, Tax, and Total before saving.
8. Save Your Expense
   • Once everything is correct, click the Save button.
   • The expense will now appear in your main Expenses list and be included in your reports.

💡 Tip

If the scanned data looks incorrect, check if the receipt image is clear and all text is visible. Blurry or cropped images can affect AI detection accuracy.

Troubleshooting

• Missing items or wrong amounts? Try re-uploading a clearer version of the receipt.
• Duplicate receipts? Delete any extra entries before saving.
• Can’t save changes? Make sure all required fields (like currency or payment method) are filled in.