Parameter setup
On projects360 copilot agent parameter form, under Expense agent tab, a new parameters has been introduced to itemize the meals/transportation from hotel receipts.
Go to Expense management > Setups > projects360 copilot agent parameters > Expense agent
| Fields | Description |
| Meal from hotel receipts | When this check box is enabled, agent detects and separates meal items from hotel receipts during the analysis process. |
| Default category | Select the expense category that will be used for creating expense for meal-related items. |
| Transportation from hotel receipts | When this check box is enabled, agent detects and separates transportation items from hotel receipts during the analysis process. |
| Default category | Select the expense category that will be used for creating expense for transportation-related items. |
Create itemized hotel expense.
Entering a hotel expense begins with uploading the meal receipt, where you provide an image/pdf for the agent to analyze. The Expense agent then automatically detects the category and prompts you to select a project.
During the analysis of uploaded receipt, the agent checks for meals/transportation-related items. If meals/transportation is detected, it prompts you to decide whether to split the expense. When the user selects as Yes, the agent splits the entry into two itemized expenses: a Meal expense and a separate meals/transportation expense.
Then agent extracts field details such as total amount, currency, and tax based on the F&O setup. The payment method defaults from the F&O configuration for the selected category. You can review and edit these details before selecting the Create expense option.
Once expense is created, an expense summary card is displayed expense details.
