Step 3: Code and Validate Expense

After the receipt is uploaded and scanned, review the extracted information, add necessary coding, and validate the expense to confirm its readiness for claiming.

Steps:

1. Find the Expense: Locate the newly uploaded expense in the Expenses submodule (it will likely be in Ready or User Review status). Tap on it to open.
2. Select Expense Type: Tap the Type field and select the appropriate category for your expense (e.g., "Meals", "Travel - Taxi", "Office Supplies").
3. Review Extracted Data: Check the automatically extracted information (Amount, Date, Supplier) against your receipt (visible in the document viewer). Correct any errors.
4. Complete Required Coding: Fill in any additional fields required by the selected expense type or your company policy (e.g., Description/Purpose, Department, Project Code).
   • Tap into each required field and select from the drop-down or enter text.
5. Validate: Once all information is accurate and complete, tap the Validate button (or similar action like "Save" or "Confirm").

What Happens Next?

If validation is successful (no policy violations or missing required fields), the expense status changes to Ready to Claim. If there are errors, Zudello will highlight them for correction before you can validate.

Next Step: Create and Submit Claim

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Related How-To Guides:

• Coding and Validating Expenses
• Expense Types
• Expense Policies