Review Document Actions

Approve or reject AI-proposed actions from processed documents.

Steps

1. Go to "Documents" in the sidebar (/dashboard/documents).
2. Look for documents with pending actions (indicated by a badge or status).
3. Click on a document to open the detail view.
4. Review the AI-proposed actions: create expense, link to client, create transaction, etc.
5. Each action shows the AI confidence score and reasoning.
6. Click "Approve" to execute the proposed action, or "Reject" to dismiss it.
7. Approved actions are executed immediately (e.g., expense is created, document is linked).