How Do I Manage Unmatched Receipts?
AutoMatch helps reduce time spent on end-of-month receipt matching and reconciliation. However, not all receipts can be matched automatically. In the event that an uploaded receipt cannot be auto-matched here's what to do:
- Navigate to the Transactions tab -> Unmatched Receipts from the left navigation menu
- Click on any unmatched receipt -> click Match Selected
- Browse for the associated transaction by searching and adjusting the transaction date range, card, or amounts
- Select the desired transaction to match with the receipt and click the +Match button
