Draft documents with proposals
Writing happens in two steps. The assistant proposes; you confirm. Until you press the button nothing is saved, and the assistant has no way to press it for you.
Ask for a document
Section titled “Ask for a document”- Describe what you want: “Record an expense of 640 for DEWA electricity paid by bank transfer today”, or “Invoice Gulf Tech Solutions for 12 hours of consulting at 400”.
- The assistant looks up the customer, supplier, item or account you named. If it does not exist, it offers to create it first — also as a proposal.
- A proposal card appears with the parsed details and estimated totals.
Review and confirm
Section titled “Review and confirm”Check the party, lines, amounts, tax and date. Then:
- Confirm — the document is created. Invoices and purchases are saved as editable drafts (nothing posts until you send or finalize them); expenses and payments post immediately. The card says which before you confirm.
- Cancel — nothing happens. Tell the assistant what to change and it proposes a corrected version.
Proposals expire if not confirmed, and confirming re-checks your permissions at that moment — a proposal you are no longer allowed to make cannot be confirmed.
What can be proposed
Section titled “What can be proposed”| Proposal | Result on confirm |
|---|---|
| New invoice | Draft invoice |
| New purchase | Draft purchase |
| New expense | Posted expense |
| Payment | Posted customer payment |
| New customer / New supplier | Created record |
Anything else — voiding, deleting, refunds, edits — is done in the app.