Invoices and operations
Enable Expenses and create an expense from a receipt
Confirm access, create an expense, upload or email a receipt, and understand AI-processing status. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user with expense access, Expense Admin, company admin.
- Expense feature entitlement
- user expense access
- valid image/PDF/email attachment
- project/supplier data as needed.
Sales → Expenses (#/expenses) → new expense; receipt upload/process actions; supported receipt-email intake
Enable Expenses and create an expense from a receipt
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Open the workspace
In JobBuddy, go to Sales → Expenses (#/expenses) → new expense; receipt upload/process actions; supported receipt-email intake.
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Confirm access and starting state
Expense feature entitlement; user expense access; valid image/PDF/email attachment; project/supplier data as needed.
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Complete the main setup
Review portal creation, upload and supported email intake, PENDING/PROCESSING/PROCESSED/FAILED receipt states, extracted-data review, retry/reprocess, duplicate detection expectations, and keeping originals.
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Review the important choices
Do not present AI extraction as final bookkeeping.
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Verify the result
Confirm access, create an expense, upload or email a receipt, and understand AI-processing status.
Expected result: Confirm access, create an expense, upload or email a receipt, and understand AI-processing status.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Expense feature entitlement; user expense access; valid image/PDF/email attachment; project/supplier data as needed.
The result is incomplete or unexpected.
License/module access, submitter/admin scope, receipt source, processing state, classification, file validation, and later approval/QuickBooks locks all affect the record.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Confirm access, create an expense, upload or email a receipt, and understand AI-processing status.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.