Click the paper-clip — Attach a bill, invoice, receipt, or expense image (PNG, JPEG, PDF) — and drop in a photo of a receipt, a supplier invoice or a scanned bill. The assistant reads the vendor, date, reference, lines, tax and total, and proposes the matching expense or bill for you to confirm. The same extraction powers Scan receipt to prefill on the bill and expense forms (Chapters 6 and 7).
20.4Reading documents you attach
Chapter 20 · Fusion AI — the assistant·1 min read
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17.11DocumentsEmployee Documents — every document on file across the company (ID, contracts, certificates), with approval where required. Requests — what has been asked…HRMS — people, time, pay and hiring7.2Recording an expenseExpenses → All Expenses → New expense (or + Create → New expense). Optional — Scan receipt to prefill. Upload a photo or PDF of the receipt. LedgersLab…Expenses2.8How every form worksForms open either as a drawer sliding in from the right (contacts, items, settings records) or, for documents such as invoices and bills, as a full…The Workspace and finding your way around5.3InvoicesThe invoice is the formal request for payment and the document that drives your accounts receivable. The Invoices list Sales → Invoices shows status tabs —…Sales