Submitting Expenses via Microsoft Teams

#How It Works

Light's Teams bot reads your receipt and extracts all the details automatically. You review them and submit—all without leaving Teams.

#Method 1: Direct Message to Light Bot

1. Open Microsoft Teams and find the Light bot in your apps (ask your admin if you don't see it)
2. Click to open a direct message with Light
3. Click the attachment button (paperclip icon)
4. Upload a photo or image of your receipt
5. Light's AI reads it and sends back the extracted details:
   • Merchant name
   • Amount
   • Date
   • Suggested category
6. Review the details
7. Click "Confirm & Submit" to add it to your Light account
8. Your expense is ready for approval

#Method 2: Use the Light Command

1. In Teams, type /light or search for the Light app command
2. A form appears where you can upload your receipt image
3. Light extracts the details and shows them to you
4. Confirm or make edits
5. Click "Submit" and the expense goes into Light

#After You Submit

Your expense appears in Light's Expenses page (/expenses) immediately. It's marked as "Submitted" and goes to your manager for approval. Track it anytime on your Light dashboard.

#Why Use This Method

• Seamless: No app switching—your communication and expenses are in the same place
• Quick: Submit while you're thinking about it, or at the end of the week
• Accessible: Works great on Teams mobile app for receipts captured on the go

#Troubleshooting

"I don't see the Light bot in Teams" Your admin needs to install the Light app for Microsoft Teams. Ask them to set it up in your Teams workspace.

"The receipt details are wrong" You can edit them right in Teams before you confirm, or you can submit and fix them in Light before your manager approves.

"I accidentally submitted an expense" Check your Light Expenses page. If it's not approved yet, you can click it and delete it or make changes.

#Related Articles

• Submitting an Expense for Reimbursement
• Submitting Expenses via Slack
• Submitting Expenses via Email
• Capturing Receipts on Mobile
• Tracking Your Reimbursement Status