You can attach scanned receipts directly to an existing expense record in AI Expense Beta. This helps you keep all related transactions in one place for accurate reporting and tax tracking.
Step 1: Open AI Expense
Go to Expenses → AI Expense Beta → Receipts Tab
Find the receipt you want to attach and click the dropdown beside Save as Expense → select Assign to Expense.
Step 2: Choose the Expense Record
In the Assign to Expense window:
- Select the expense number (e.g., MP-0000004) from the dropdown.
- Check Add items to this expense if you want the receipt’s items included.
- Click Save and Assign.
Step 3: Fix Missing Categories (If Error Appears)
If you see this message:
⚠️ A category code is required for each expense. Please assign one for [Item Name].
This means one or more items in your receipt don’t have a selected category.
To fix it:
- Click Cancel and go back to the Review and Save screen.
- Assign a category for each item.
- Try assigning the receipt again.
Step 4: Confirm the Assignment
Once successfully assigned:
- The expense will now show an Attachment icon 📎.
- The attached receipt and items will appear under the expense details.
- You can view it under Expenses → [Expense Number] → Attachments.
✅ Example:
Expense MP-0000004 now includes the receipt “DREAM BAR” under Meals & Entertainment Expense.
💡 Tips
- Always check if each item has a valid category before assigning.
- You can attach multiple receipts to one expense record.
- Assigned receipts are automatically included in your expense total and reports.