Sometimes an expense may not save successfully if the required details are incomplete. This ensures that your records remain accurate and properly categorized.
Common Reasons an Expense Won’t Save
- Uncategorized Items
- Some line items from the receipt may not have an assigned category.
- Missing Required Fields
- Essential details like vendor, amount, or category are empty.
- Incomplete Review
- The receipt was uploaded but not finalized using Review and Save.
How to Fix It
- Open the receipt in AI Expense.
- Click Review and Save.
- Complete any missing fields (vendor, category, tax, etc.).
- Save again to finalize the expense.
💡 Tip: Always use Review and Save after uploading to confirm details and avoid errors in your expense records.