If you can’t find folders in Receipt AI, Folder AI may not be enabled yet.
Only an Owner or Accountant can enable Folder AI.
How to Enable Folder AI
- Go to Edit Profile.
- Enable Folder AI.
- Click Save.
After saving, go back to your receipts.
You should see Folders in the top bar.
You should also be able to organize receipts by folder.
What Folders Are For
Folders can be used for projects, jobs, clients, trips, or any grouping your team uses.
If you upload receipts by SMS or email, you can also reply with a folder name to save the receipt under that folder.