To streamline uploading receipts in MotionOps, you can now use AI to automate data entry, saving time compared to manually typing details. Here’s how:
Open the Materials section in MotionOps.
In the top right, click the white New Material button.
From the dropdown menu, select Upload Receipts.
On the upload screen, add your receipt image, then click Generate Expense at the bottom right.
MotionOps will process the receipt using AI, automatically filling in key details like cost, margin or markup, and a description of each item on the receipt.
Specify the account and work order related to the receipt.
Once everything is complete, click either Save or Save and Approve at the bottom right.
The receipt and materials purchased will now be linked to the selected customer and work order!