Chatbot User guide help

Attach Receipt

1. Users can attach receipts to their expense reports right from the chatbot. Simply say ‘Attach Receipt’ and the chatbot performs that action.
   
   
   
   
2. Once the user asks to attach a receipt, chatbot shows the reports in draft status. User has to select a report to which the receipt is to be attached.
   
   
   
   
3. Once a report is selected, chatbot shows the lineitems of the report and asks the users to select a lineitem to attach the receipt.
   
   
   
   
4. Users can also select options like ‘Attach receipt to overall expense report’ to attach receipt to the report and ‘Create line item from receipt’ to create a new lineitem from the receipt.

   For example, lets assume user has selected the ‘Uber’ lineitem and selected the option ‘Attach to selected line item’. The receipt will be attached to the 'Uber' lineitem.

   
   
   
   
   

   Receipts uploaded will be shown in ‘My Receipts’ page and users can select a receipt to attach it to the selected lineitem.

5. Select a receipt you wish to add to the lineitem, and click on ‘Attach selected receipt’.
   
   
   
   

   Chatbot has attached the selected receipt successfully to the lineitem of a report.