Do I need to review every expense before it’s finalized?

Yes — we recommend reviewing every expense to ensure accuracy before it is added to your records.

Why Review Is Important

• Accuracy Check
  • Reviewing helps you confirm that receipt details such as amount, date, and vendor are extracted correctly.
• Error Prevention
  • Catching mistakes early avoids incorrect entries in your expense reports.
• Better Record-Keeping
  • Reviewing ensures your financial records stay clean and reliable.

How to Review an Expense

1. Click Review and Save after uploading a receipt.
2. Double-check the extracted details (amount, vendor, category, date, etc.).
3. Save once everything looks correct.

💡 Tip: A quick review now saves time later by reducing reconciliation errors and ensuring accurate reporting.