Add a Spend: Automatic Upload

Step-by-step guide

1. 1

   Open Spend Management 0:08

   In the left-hand menu, go to Spend Management, below Dashboard and Budget Tracking.

2. 2

   Choose how to add your spend

   You can add a spend two ways:

   • Automatic — upload an invoice and Hai Helper extracts the details for you. This guide follows this option.
   • Manual — enter the spend details yourself.
3. 3

   Open Add Spend 0:17

   At the top of the page, next to History, click Add Spend. Below that you'll see a box to drag and drop a file, or click to upload from your documents.

4. 4

   Upload your invoice 0:28

   Select the invoice you want to add, then click Upload on the right-hand side.

5. 5

   Let Hai Helper extract the details 0:37

   Hai Helper automatically extracts the information from your invoice, ready to add as a spend.

6. 6

   Check your spend details 0:45

   Go through each detail: Invoice title, Support category, Amount, Date, Description, and Provider.

7. 7

   Save the provider for next time 0:55

   In the middle of the page, you can save the provider extracted from the invoice, so it's ready to pick from next time.

8. 8

   Add a Claim ID (optional) 1:04

   If you have one, enter it in the Claim ID field.

9. 9

   Adjust line items (optional) 1:08

   At the bottom, use line items to add or remove individual line items on the invoice.

10. 10

    Add your spend 1:17

    Click Add Spend in the bottom right of the page.