AutoMatching 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:
- From the Transactions section, click on Unmatched Receipts from the left navigation menu
- Click on an unmatched receipt and then click on 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