Parameter setup
On projects360 copilot agent parameter form, under Expense agent tab, a new parameters has been introduced to itemize the alcohol from meal receipts.
Go to Expense management > Setups > projects360 copilot agent parameters > Expense agent
| Fields | Description |
| Alcohol from meal receipts | When this check box is enabled, expense agent detects and separates alcohol items from meal receipts during the analysis process. |
| Default category | Select the expense category that will be used to create expense for alcohol-related items. |
Create itemized meal expense.
Entering a meal 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 alcohol-related items. If alcohol 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 Alcohol 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.
