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Submitting a receipt takes less than 30 seconds:

1. Go to your Employee Dashboard
2. Click Scan Receipt or Upload Photo
3. Take a photo or upload an image of your receipt
4. BlissNeat AI automatically fills in the merchant, amount, date, and category
5. Review the details and click Submit

Some expense policies require a business purpose note. Always add context when submitting:

• Business Purpose — e.g. "Client lunch with Acme Corp" or "Travel to NYC office"
• Category — BlissNeat suggests a category automatically, but you can change it
• Project — if your company uses project codes, select one from the dropdown

If your company uses Trip Budgets, you can link multiple receipts to a single trip:

1. When submitting a receipt, select your trip from the Trip dropdown
2. All receipts linked to the trip are tracked against the approved budget
3. You can see your remaining trip budget in real time on the dashboard

Every receipt goes through a status lifecycle:

• 🟡 Pending — submitted and waiting for manager review
• ✅ Approved — your manager approved it, reimbursement is in process
• ❌ Rejected — not approved. Check the reason and resubmit if needed
• 🚩 Flagged — needs more information or exceeds policy limits

BlissNeat sends email notifications at key moments:

• Receipt approved — your manager approved your expense
• Receipt rejected — includes the reason from your manager
• Submission reminder — if you have unsubmitted receipts after 5 days
• Overdue notice — receipts more than 7 days old that haven't been submitted

BlissNeat tracks submission deadlines automatically:

• Day 5 — you receive a friendly reminder email
• Day 7+ — the receipt is marked overdue, your manager is notified
• Ongoing — the receipt appears as a compliance issue on manager reports

From your Manager Dashboard:

1. Go to the Approvals tab
2. Click Approve ✓ or Reject ✗ on any pending receipt
3. When rejecting, add a reason — the employee will see this in their notification email
4. To bulk-approve, select multiple receipts and click Approve Selected

You can configure the AI Agent to auto-approve receipts that meet certain criteria:

• Amount under a threshold (e.g. auto-approve all receipts under $50)
• Known merchants (e.g. always approve Uber rides)
• Specific categories (e.g. auto-approve all coffee/meals under policy)

Go to Settings → AI Agent → Auto-approve rules to configure these.

Expense policies let you set rules that are automatically enforced:

• Amount limits — e.g. meals max $75, hotels max $200/night
• Category restrictions — block certain expense types entirely
• Receipt required above — require a receipt photo for expenses over a threshold
• Notes required — make business purpose mandatory
• Attendee required — require client/attendee names for meals

1. Go to Manager Dashboard → Policies
2. Click Create New Policy
3. Set the policy name (e.g. "Standard Employee Policy")
4. Configure limits for each expense category
5. Toggle on Receipt Required and Notes Required as needed
6. Click Save & Activate

The AI Agent runs automatically when you open the Manager Dashboard. It:

• Analyzes all pending receipts against your policies
• Suggests which receipts to approve, reject, or flag
• Identifies employees with overdue submissions
• Spots unusual spending patterns
• Learns from your decisions — confidence scores improve over time

Manual mode (default) — the agent suggests actions, you click to execute. You stay in full control.

Auto mode — the agent executes actions automatically when confidence is above 85%. Every action has a 5-second undo window.

Switch between modes using the toggle in the AI Agent panel on your dashboard.

1. Go to Manager Dashboard → Employees
2. Click Add Employee
3. Enter their name, email, and department
4. Click Send Invite

The employee will receive a welcome email with their login credentials and a temporary password. They'll be prompted to change it on first login.

1. Go to Settings → Departments
2. Click Add Department
3. Enter department name and optional budget
4. Assign employees to the department

Department budgets give you an at-a-glance view of spending by team in the Analytics tab.

1. ✅ Complete the onboarding wizard (company name, currency, timezone)
2. ✅ Create at least one expense policy
3. ✅ Add your employees (or bulk import from CSV)
4. ✅ Set up departments (optional but recommended)
5. ✅ Connect your accounting software (optional)
6. ✅ Configure AI Agent auto-approve rules (optional)

BlissNeat can export approved expenses as a CSV that you can import directly into QuickBooks or Xero:

1. Go to Manager Dashboard → Exports
2. Select the date range and filter by Approved
3. Click Export CSV
4. Import the CSV into QuickBooks or Xero using their standard import tool

See the full comparison on the Pricing page. In summary:

• Free Trial (30 days) — full access to all features
• Starter — up to 10 employees, basic AI, CSV export
• Pro — unlimited employees, full AI Agent, API access, priority support

Email us at support@blissneat.com and we'll get back to you within 1 business day.

For urgent issues, include your company name and a screenshot of any error messages.