How Do I Manage Unmatched Receipts?

Updated by Chandrika Chandwani

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:

  1. Navigate to the Transactions tab -> Unmatched Receipts from the left navigation menu
  2. Click on any unmatched receipt -> click Match Selected
  3. Browse for the associated transaction by searching and adjusting the transaction date range, card, or amounts
  4. Select the desired transaction to match with the receipt and click the +Match button

AutoMatch Receipts

Managing Unmatched Receipts

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