How Do I Manage Unmatched Receipts?

Updated 2 months ago by Chandrika Chandwani

  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


How did we do?