Fynlo’s AI Expense Beta helps you turn scanned or uploaded receipts into recorded expenses in just a few clicks. Follow this guide to save your receipts directly into your Expense list.
Step 1: Go to AI Expense Beta
- From your left sidebar menu, click AI Expense Beta.
- You’ll see two tabs — Receipts and Drive.
- Receipts: Displays scanned and uploaded receipts.
- Drive: Shows files synced from your connected Google Drive.
Step 2: Review Your Scanned Receipts
- In the Receipts tab, each row shows key details such as Amount, Pay From, Currency, Payment Method, Payment Date, and Reference Number.
- Review the information to make sure it’s correct. You can edit any field by clicking the ✏️ icon beside it.
Step 3: Save the Receipt as an Expense
- On the right side under Actions, click the Save as Expense button.
- Fynlo will automatically transfer the scanned data into the Expenses section.
- You’ll get a confirmation once the expense is successfully created.
Step 4: Verify in the Expenses Section
- Go to the Expenses tab in your main menu.
- You’ll see the new expense added to your list — complete with its expense number (e.g., MP-0000008), total amount, currency, and payment details.
- You can click Edit anytime to update or review expense details.
Tips
- Use Sync Drive to refresh data if you’ve added new receipts to Google Drive.
- Make sure your Google Drive connection is active to allow automatic syncing.
- You can attach multiple receipts and review them before saving as expenses.