Synergist has a feature to quickly and conveniently add expense lines to a sheet by uploading a receipt. This feature is available to systems in the Synergist cloud, it makes use of AWS AI to extract the required information from the uploaded receipt and create the expense line in Synergist.
Select job and phase as normal to create a new expense line then choose the correct expense type. Activate the feature within a new expense line by clicking the Upload to autofill button.
You will be asked to select the receipt as a file on disk - a photograph or similar - and once chosen the AI process will inspect the receipt and auto-populate the item date, description and total cost fields based on the contents.
Check that the auto-filled fields are correct and save the new line to your expense sheet. The image of the receipt is also attached as part of this process.
0 Comments