This guide explains how to use Smart AI efficiently in VAT4U to process expenses, ensuring only relevant data is analyzed while saving Smart AI credits.
Document Review:
Remove unnecessary files before you upload them to VAT4U to reduce the total number of pages;
Verify that only expenses needed for VAT claims are included.
Data & Category Mapping:
Map all documents to their respective data categories during data import;
Filter out potential VAT entries that fall below the minimum refund threshold in the Manage Expenses table;
Include travel-related expenses as a separate category; these are generally small amounts (often $2+) and are usually excluded from VAT claims;
Tip: Filtering early helps conserve Smart AI credits during data analysis.
System Checks:
Double-clicking items in the system does not consume Smart AI tokens, but always check the running jobs report to confirm operations are running smoothly.