Receipt scanning and menu import: what AI does and does not do
Where the portal uses AI to read documents and write text, what it checks, and what stays in your hands.
| Feature | Where | What AI does | What you do |
|---|---|---|---|
| Scan receipt | Expenses | Reads the merchant, date, amounts, tax and suggests a category, marking anything uncertain | Check the marked fields and save |
| From menu / brochure (AI) | Services and Products | Reads services, packages and products off photos or a PDF | Review every row, untick what you do not want, import |
| AI Suggest | Services | Proposes a menu for your kind of business with Indian prices | Choose what to keep and edit prices |
| Enhance with AI | Service and package descriptions | Rewrites a rough description | Read it before saving |
| AI Holiday Suggestions | Settings, Scheduling, closed periods | Suggests low-impact dates to close | Decide |
| AI Insights and AI Assistant | Their own pages | Summarises and answers from your data | Verify before acting |
What stays the same
- Nothing is saved until you click the save or import button. Every AI feature ends in a form you can change.
- Numbers on invoices, pay runs and reports are calculated by the portal, never by a language model.
- The assistant and insights only read data your role can read.
Confidence marks
Receipt scanning labels each field: The receipt was clear here., Reasonably sure — worth a glance., Hard to read. Please check this yourself. Treat the last two as a prompt to look at the original.
Related articles
- Scan a receipt · Expenses
- Import a menu from a photo or PDF (AI) · Services & packages
- AI Suggest, archive and delete · Services & packages