When a receipt is uploaded to a transaction, Budgetly’s AI automatically extracts the GST amount and checks the receipt for accuracy.
How GST extraction works
- A user uploads a receipt to a transaction (via the app or by emailing it to Buddy AI).
- Budgetly’s AI reads the receipt and extracts the GST amount.
- The extracted GST appears in the GST field on the transaction edit form.
- A status indicator next to the GST field shows the extraction result.
GST extraction statuses
- Extracted — GST was successfully read from the receipt.
- Not found — the receipt didn’t contain a clear GST amount.
- Pending — extraction is still processing.
Tip: You can always manually enter or correct the GST amount, even after automatic extraction.
Enabling GST extraction
GST extraction is controlled at the company level:
- Click Settings in the sidebar, then select Preferences.
- On the General tab, toggle Enable GST extraction on.
- Click Save preferences.
Important: GST extraction is available on Premium plans and above. On Essentials plans, the toggle is replaced with a “Premium plan” badge.
Marking a transaction as “receipt not needed”
For transactions that don’t require a receipt (e.g. small purchases), an admin can toggle Receipt not needed on the transaction edit form. This removes the receipt requirement for that transaction.