The MyDirectPlan application considers it highly important to prompt users to verify the accuracy of AI-generated expense fields before saving and/or submitting their expenses. Follow the below guide to ensure precision in your expense form:
- While adding an expense using AI, you will see a prominent disclaimer message. This message emphasizes that the MyDirectPlan application utilizes AI technology to automatically extract data from the attached receipts. However, inaccuracies or omissions may exist, and a disclaimer prompts you to review the expense fields before submission.
- After successfully filling in all required expense form fields, you'll encounter a certification checkbox, before clicking on the "Save" or "Save & Submit" button. It prompts you to certify that you have reviewed all the expense form fields.
The "Save" or "Save & Submit" button becomes active only when you've checked the certification checkbox. This ensures that every submission is acknowledged by you that you have reviewed and validated the AI-recommended data.
Still need help?
Please email us at support@mydirectplan.com so that our support team can assist you.