By loading specifically named documents into your Company documents tab you can then have your expense claim's receipts be scanned by AMI with the known policy details.
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Where policy states items that cannot be claimed back it will automatically flag them up without having to manually check every receipt.
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To get this set up in your site you will firstly need to add your policy documents.
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For any non-mileage type of expenses we need the policy document named =
​Expense policy.pdf
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For Mileage inclusive type of expenses we need policy document named =
​Mileage Expense Compliance.pdf
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It is crucial the documents are added to the company documents are as shown above. (Not a Template and not in an personal documents)
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When expense claims come through for approval to the To Do tab you will see them to action such as below:
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By clicking into the claim you will see the below screen - you can see here the AMI powered policy scan has taken place and recognised some non-compliant claims - my policy does not reimburse Alcohol of any type.

By clicking on the highlighted area shown above you will see another screen with the details as shown below.
This will help approvers by flagging certain items claimed without having to do a full manual check of every receipt.
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