Problems flagged before month end.
AI reviews spend as it comes in and flags missing receipts, out of policy charges, mismatched payments and likely duplicate bills, each with a reason.
Rules
When
Merchant is Home Depot and allocation is Property
Then set
Guesty: Repairs and MaintenanceQBO vendor: The Home DepotMemo: merchant, date, note
✦
AI matched vendor
POOL SUPPLY CO #22 matched to QuickBooks vendor Pool Supply Company.
Possible duplicate on task #4790Review
Missing and late
Receipts, properties and notes that never came in.
Out of policy
Charges outside the rules you set for a card or team.
Mismatches
Payments that do not match the bill or the owner charge.
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