To add a new Spend Template hover your mouse over the Spend button in the home page.
A drop down list will appear.
By selecting the option "Spend Templates", a new page will open with a list of all your Company's Spend Templates (if any have been previously uploaded).
On the top right hand side of the screen you will find a green button which says "Add new Spend Template".
By clicking on this button a new screen will appear.
Drag & drop your document on the empty box located on the left side of the screen or click "Select files" to browse and upload it.
If your document has more than one page, click on Next Page in order to reach to the actual invoice.
After giving it a few minutes to read and identify the relevant information, all Query boxes should be automatically completed.
If a few boxes are not identified, you can do this by clicking on each ‘Query’ box.
A marking area will appear on the uploaded document.
Drag and adjust the marking area onto the relevant information. For example, for the ‘subtotal’, hover over the amount due on the uploaded document.
Repeat this for every Query box.
To add this Spend Template CLICK ON the "Create" button.