Expense reports and AI

Automatic import of expense reports using AI, saving time and reducing data entry errors.

With AI, it is possible to read an image file in order to analyze its content.

This feature allows you to automatically import an expense report into Simax.

Please note: to use this feature, you must have your OpenAI API key (https://platform.openai.com/api-keys), which you can enter in Settings > Plug-ins and options > [Installation] > OpenAI API key.

The use of the EDM module is recommended for storing expense reports, but it is not mandatory (Settings > Plug-ins and options, check | Document management | then [[ Save ]]).

To import an expense report, go to HR > Expense Reports > Import Expense Report.

Select the file to import, the collaborator, and, if necessary, the project, then click [[ OK ]].

The AI will analyze the content and automatically determine the allocation, the amount excluding tax, and the VAT.

You can then add mileage expenses by clicking on [[ Add KM ]], add other expenses via [[ Add expenses to NF ]], or finalize directly by clicking on [[ Finish ]].

Once the operation is complete, an expense report is created and accessible in HR > Expense reports > Expense reports.

For each expense report line, the details include the source file, if the EDM module is activated.