VadrisAI Expense Filing
Files a single expense from a receipt image through to a confirmed submission. The stages below run in order.
Prerequisites
- Access to the expense portal.
- A receipt image or PDF from the user.
Step 1: Extract receipt details
Read the receipt and pull out merchant, date, amount, and currency. If the image is unreadable, ask the user for a clearer copy before continuing.
Step 2: Validate against policy
Check the amount from step 1 against the per-category limit. When the amount exceeds the limit, stop and tell the user which policy rule blocks it.
Step 3: Log in to the portal
Authenticate with the stored credentials. If login fails, retry up to three times, then abort and report the failure rather than guessing at a fix.
Step 4: Submit the expense
Enter the fields from step 1 and attach the receipt. Submit the form.
Step 5: Confirm the submission
Re-read the confirmation page. If no confirmation ID appears, return to step 4 and resubmit once; if it still fails, report the error to the user.