Merchant Bills Workspace

Workspace overview Explore the Chewbills template End-user runbooks Uploads, review, and reconciliation Admin controls Providers, rate limits, governance Support desk Triage, SLA, Azure Boards Architecture React + Express + Docs

The Merchant Bills page pairs uploaded receipts/invoices with transactions so reconciliations stay real-time.

Upload flow

1. Add bills — drop PDF, JPG, PNG, or WebP files. Mixed uploads are fine.
2. AI extraction — keep the tenant default or, when allowed, select an alternate AI provider for this batch. Configure line-item splitting if SKU-level data is required.
3. Review + match — preview parsed JSON, adjust metadata (merchant, category, amount), then run AI auto-match.

Reviewing matches

• Use Auto-Match All for bulk processing; individual cards are available for manual control.
• Confidence chips (>80, 50-80, <50) highlight which receipts require manual review before approval.
• Filters cover category, subcategory, status, and provider so you can triage problematic vendors quickly.

When something fails

• Review the inline error card; it surfaces provider responses plus remediation tips.
• Re-run extraction with a different provider if the receipt quality is poor.
• Escalate recurring issues via the help-center shortcut—include the bill ID so admins can inspect backend logs.