AI help and drafting

How do I create expense drafts from receipts with the AI Assistant? Attach receipt files to AI Assistant and check every suggested expense before saving.

How do I create project time entries from meeting notes with AI? Turn work notes into reviewed time entries for existing project tasks.

How do I ask the AI Assistant about balances and reports? Ask AI Assistant for permitted balances and reports in the selected business.

How do I review and confirm an AI Assistant action? Read the proposed action before allowing AI Assistant to save a supported change.

How do I check AI credits, access, and attachment limits? Check your account allowance and the file limits shown before using AI Assistant.

How do I draft and review a proposal with AI? Build an editable proposal from your customer brief, then check every page before sending.

How do I improve one proposal section with AI? Ask AI Assistant for a focused proposal edit while keeping the rest of the document intact.

How do I draft an agreement with AI and review its terms? Use your approved agreement wording and review the resulting document before asking anyone to sign.

How do I create reusable proposal sections or templates with AI? Save reusable proposal material after reviewing it, so future proposals start with your own wording and design.

How do I draft an invoice or estimate with AI? Give AI Assistant the work details to prepare an unsent invoice or estimate for review.

How do I prepare a bill, purchase order, or credit note with AI? Prepare a supplier document or customer credit-note draft with the correct party and amounts.

When should I use Ask AI or the AI Assistant? Choose product guidance when you need instructions, or AI Assistant when you need help with your business records.

How do I get product guidance with Ask AI? Ask AI can explain the screen you need and the next step to take.