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 and 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.