Reviewing AI Results

Tip

The AI Receipt Scanner ✨ video tutorial walks through reviewing AI results, fixing a date issue, and posting.

The Preview Screen

After the AI processes your receipt, you’ll see a preview with the extracted data. This is your chance to review everything before creating a journal entry.

What You’ll See

Field	Description
Date	Transaction date extracted from the receipt
Description	Vendor or merchant name with a brief summary
Line items	Each item mapped to a GL code from your Chart of Accounts
Debit/Credit	Amounts assigned to each account
Review reasons	Any issues the AI flagged for your attention

Review Reasons

The AI may flag items for review. Common reasons include:

Reason	What It Means
”GL code not found”	The AI suggested a code that doesn’t exist in your Chart of Accounts
”Account is inactive”	The matched account is currently inactive
”Account does not allow transactions”	The matched account is a system or header account
”Unbalanced entry”	Debits don’t equal credits (rare after self-correction)

Caution

Always review the AI’s account mappings. While the AI uses your Chart of Accounts for accuracy, it may occasionally map items to a related but incorrect account.

Editing Before Posting

When you click Edit & Post, the journal entry form opens with all fields pre-filled:

• The form automatically switches to expert mode (since receipts typically produce multiple line items)
• You can change the date, description, or any line item
• You can add or remove lines
• The balance check runs in real-time as you edit

The entry follows all standard validation rules — fiscal period checks, balance requirements, and account status — just like any manually created entry.

Discarding a Receipt

If the AI results aren’t satisfactory:

1. Click Discard on the preview screen
2. You’ll return to the upload screen
3. Try uploading a different image or taking a new photo

Note

When you discard a receipt, nothing is saved — no journal entry, no file upload, no record of the scan. You can safely discard and try again.

After Posting

Once posted, the journal entry behaves exactly like any other entry:

• It appears in your journal entries list with a 📎 icon
• Click the entry to view the attached receipt (image or PDF)
• It affects account balances immediately
• It cannot be edited — use a reversal to correct mistakes