How Expense Co-Pilot works

🤖 How Co-Pilot works

1. You photograph or upload a receipt.
2. Co-Pilot compares the purchase with earlier accountings in your company.
3. Co-Pilot suggests the account, VAT and internal accounts, or accounts for the purchase right away.
4. A ⭐ star icon on the transaction shows that Co-Pilot has accounted for it.

👉 Applies to: you who use Expense, when your administrator has activated Co-Pilot for your company. It works both in the web and in the app.

⚠️ Co-Pilot is an AI assistant and isn't always right. Always check the account and VAT before you submit. You are responsible for the accounting being correct.

⚙️ Turn Co-Pilot on or off

1. Log in to the web and go to My > Settings.
2. Open the Co-Pilot tab.
3. Turn on or off the features you want to use.
4. Click Save.

✅ The setting only applies to your account.

💡 Your administrator activates Co-Pilot for the whole company. When that is done, you can turn Co-Pilot on or off for your own account. If you don't see the Co-Pilot tab, the feature isn't activated in your company.

✏️ Change an accounting that Co-Pilot has made

1. Open the expense report and go to the purchase.
2. Delete the accounting:
   • Android: press and hold the purchase, then tap Delete.
   • iPhone: tap the three dots, then Delete.
3. Account for it again with the right account and VAT, and save.

✅ Co-Pilot learns from the change and suggests better next time.

👉 Read more in Adjust an accounted transaction in the Expense app.

📌 What Co-Pilot doesn't account for you

⚠️ If Co-Pilot is turned on, it can interfere with Account directly. Read Account directly in the Expense app.

❓ Frequently asked questions (FAQ)

How do I see that Co-Pilot has accounted for a purchase?
A ⭐ star icon shows on the transaction.

Does Co-Pilot always account automatically?
No, only when there is enough history. Sometimes you only get a suggestion.

Do I have to accept the suggestions?
No, you can change or ignore them.

Why don't I get any suggestions?
Your administrator may not have activated Co-Pilot, the receipt is hard to read or there is too little history.

✅ Summary

• 🤖 Co-Pilot suggests or accounts for purchases based on earlier accountings
• ⭐ The star icon shows when Co-Pilot has accounted
• ✏️ Always check the accounting and correct it if needed

🔗 Related articles

• Adjust an accounted transaction in the Expense app
• Account directly in the Expense app
• Register representation