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How to activate and customize Expense Co-Pilot

✨ What is Expense Co-Pilot?

Expense Co-Pilot is an intelligent feature that:

  • Provides purchasing recommendations based on your history

  • Automates subscription management – simpler, faster, and smarter

It’s like having an experienced purchaser by your side – every time you log in.

✅ How to Activate Expense Co-Pilot

🔒 Note: This feature must be activated by an administrator. If you don’t see Co-Pilot in your view, contact your system administrator.

For administrators:

  1. Log in to Expense Admin.

  2. Go to Administration > Admin Panel > Activate Co-Pilot (if not already done).

  3. Confirm that the feature is now visible under the Settings menu for all users.

📱 Co-Pilot in the Mobile App (Android & iOS)

Once activated, users will see:

  • A Copilot icon directly in the purchase list – next to automatically recorded purchases

  • Suggestions in the account list – clearly marked with a Copilot label

  • A new section in Settings – where users can read more about the feature

The mobile version is currently in its first phase of launch – more functionality will be rolled out continuously!

🚫 How to Deactivate Expense Co-Pilot (as a user)

If you want to disable Co-Pilot for yourself:

  1. Click the profile icon at the top right.

  2. Go to Settings.

  3. Select the Co-Pilot tab.

  4. Uncheck the recommendations or notifications you do not wish to use.

  5. Click Save.

This only affects your personal preferences – not the entire organization.

How to Deactivate Expense Co-Pilot (for the entire organization)

  1. Go to Administration > Admin Panel > Deactivate Co-Pilot.

  2. After deactivation, no users will have purchases automatically recorded, but suggestions will still appear during the accounting step.

🛠 Frequently Asked Questions

▶️ Can I control which users have access to Co-Pilot?
Yes, you can choose to activate it only for the users you deem most appropriate.

▶️ Does Co-Pilot always show recommendations?
No, only when the system has enough data or when clear improvements can be suggested.

▶️ How do I know if Co-Pilot is active for me?
You will see the Copilot icon in the interface under your settings, as well as clear icons on your purchases if Copilot has recorded them for you.

▶️ Can I adjust what Co-Pilot has recorded for me as a user or administrator?
Yes, if the Copilot icon is visible on your purchase, you can edit the entry and adjust it if it didn’t make the choice you wanted.

🚀 Get Started Today!

Expense Co-Pilot is here to make your purchasing smarter, faster, and more accurate. Activate it today and experience the difference.

Have questions? Contact our support team or read more in our full launch article.