How can I optimise documents for AI processing?
Make sure the event name (e.g. Jude & Lily) is on the document to help our AI match it to one of your existing events. From there, it will extract the following information:
The event name
The expense category
The document type and issued date
The payment instalments including amounts, due dates and payment methods
The vendor information including bank details and contact details
Don't worry if the document doesn't have it all, you can always review and edit the extracted information before an expense is created in the Expenses tab.
The event name
The expense category
The document type and issued date
The payment instalments including amounts, due dates and payment methods
The vendor information including bank details and contact details
Don't worry if the document doesn't have it all, you can always review and edit the extracted information before an expense is created in the Expenses tab.
Updated on: 04/07/2024
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