Handling Receipt Exceptions
Some receipts need human review. Here's how to handle them.
Exception Types
| Type | Why Flagged | What to Do |
| Low Confidence | AI unsure about data | Verify and correct |
| High Value | Exceeds threshold | Approve or reject |
| Duplicate | Similar recent receipt | Keep or mark duplicate |
| Over Budget | Exceeds envelope balance | Approve or reassign |
| Crew Request | Crew asked for review | Handle their request |
| Photo Quality | Can't read receipt | Request new photo |
| No Budget Line | Can't auto-categorize | Assign category |
Reviewing Exceptions
1. Go to Exceptions in the sidebar
2. See all receipts needing review
3. Click a receipt to open details
4. View the original image
5. Make corrections as needed
6. Click Approve or Reject
Low Confidence Receipts
When the AI isn't sure:
1. View the receipt image
2. Correct vendor, amount, or date
3. Assign the correct budget line
4. Click Approve
Duplicate Detection
We flag receipts with same:
- Vendor + Amount + Date (within 24 hours)
Options:
- Keep Both: It's not a duplicate
- Reject New: Discard the duplicate
- Reject Original: Keep the new one instead