Saturday, June 29, 2024

What does 'Review Required' mean in Receipt-AI?

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'Review Required' in Receipt-AI indicates that there is an issue or discrepancy with the receipt data that needs to be manually checked and resolved. This might include situations where:

+ The issued date is missing.

+ The vendor name is missing.

+ The line item prices do not sum up to the subtotal (if the line item feature is enabled).

+ The total amount does not add up correctly.

+ Other data inconsistencies or errors are detected.

What is Review Required in Receipt-AI? Expense item requiring review: Base Community Cafe, $0.00, June 29, 2024, with a note 'Meeting with Jon' and categorized under 'Meals & Entertainment'. A 'Review Required' label is present.

* Two expense items uploaded using SMS by Receipt-AI, marked as "Review Required" because it's missing the total: Base Community Cafe ($0.00, June 29, 2024).

You get the idea. By marking a receipt as 'Review Required', Receipt-AI flags it for further inspection to ensure accuracy and completeness before it is processed or approved. Whenever a situation like this occurs, if you are connected to accounting software like Xero or QuickBooks, the upload will be paused until the receipt is reviewed and corrected.

Why do I need to review the receipt?

It's quite common that receipts sometimes lack complete information, or when the image isn't captured in full, which prevents Receipt-AI from reading all the information.

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