Expenses - Processing
If you have uploaded a document to Lightyear via the Upload 
buttons, the mobile app or email, these will come into your Processing tab.
This is where users with Expense: Submitter permission will see the Expenses they have uploaded. If they have Expense: View All they will see all Expenses for the account, if not they will only see their own uploaded Expenses.
Within Processing, you can do a number of actions, including:
- Creating an Expense or Report - in the top right, click the Create
button to open a dropdown menu with the aforementioned options
- Upload - click Upload
to upload up to 50 Expenses at once. Choose to Smart Extract these to have your data automatically extracted, or unselect this option if you'd prefer to Manually Enter the details. All files uploaded from this Processing tab will automatically upload as an Expense
- Manually Enter/Adjust - If you choose to Smart Extract your receipts, these should move through to the Expenses tab automatically once extraction is complete. If they stay in Processing, or you choose to not Smart Extract them, you can go to Manual Entry
and edit/enter the required fields
- Delete - Delete the Expense by clicking the Trash
icon
- Activity - Leave notes and view activity history within the Activity
tab
- Create - Once all Smart Extracted/Manually Entered required fields have been entered, you can click Create
to send these through to Expenses
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