Adam, your AI accountant, simplifies the process of recording expenses. Instead of manually filling out every field, you can just describe the expense in your own words, and Adam will do the rest.
Step-by-Step Guide
Follow these steps to add expenses using prompts:
Log in, then click More in the top navigation.
From the dropdown, hover over Spend, then select Expenses from the flyout menu.
On the Invoices page, click Create Expenses at the top right.
From the dropdown, select Ask Adam .
Enter Your Expense Description
A modal will appear prompting you to describe the expense. Simply type your expense information in a natural language format.Example Prompt:
"Record an expense of ₦50,000 paid to XYZ Ltd for office supplies"Send the Prompt
After typing your description, click the Submit button.Adam Processes the Prompt
Adam will read your prompt, extract the relevant details, and automatically create the expense based on the description you provided.Check Your Expenses Table
Once the prompt is processed, the bill will be added to your Expenses Table. You can review it to ensure everything was correctly recorded.Prepayment Status
The Prepaid field will display Yes or No depending on whether the expense is prepaid. This status is automatically set based on the information provided through your prompt to Adam.