Step 2: Code and Validate Expenses in Zudello

After emailing your receipts, log in to the Zudello web application to complete the necessary coding and validation.

Steps:

1. Log In: Access Zudello via your web browser.
2. Navigate to Expenses: Go to the Expenses and Travel > Expenses submodule.
3. Find Emailed Expenses: Locate the expenses created from your emailed receipts (they will be in Ready or User Review status). Click one to open it.
4. Select Expense Type: Click the Type field and select the appropriate category.
5. Review Extracted Data: Check the automatically extracted information (Amount, Date, Supplier) against the receipt image in the viewer. Correct any errors.
6. Complete Required Coding: Fill in any additional fields required by the expense type or company policy (e.g., Description/Purpose, Department).
7. Validate: Click the Validate button. Address any errors highlighted by Zudello before validation is successful.
8. Repeat: Repeat steps 3-7 for all expenses you emailed.

What Happens Next?

Successfully validated expenses move to Ready to Claim status.

Next Step: Create and Submit Claim

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Related How-To Guides:

• Coding and Validating Expenses
• Expense Types