Why Expense Exports Should Include Source Files
Create an export package that lets another reviewer move from a spreadsheet row back to the supporting document.
Published by the AI Expense Editorial Team. AI Expense is developed and published by EmuInbox.
Problem: Create an export package that lets another reviewer move from a spreadsheet row back to the supporting document.
Case notes for teams handing records to accountants or auditors
The useful outcome in this case is to preserve evidence after data leaves the app. Start from the source document and record only what another person can verify. A complete-looking row is not useful when its merchant, date, amount or context cannot be traced back to evidence.
What arrives
The process begins when you decide which structured fields the recipient needs. Before recognition, decide whether the file represents one transaction, several documents or an incomplete source.