What are unmatched receipts?
After a purchase, you may sometimes add a tip to the initial amount. Before your tip is added to the total amount of the expense, the merchant will have charged your card with the initial amount, called an authorization.This leads to the receipt amount not matching the expense created in Expense Management.
In such cases, you can still send the receipt to Expense Management via text message or email. Because of the discrepancy between the receipt amount and the recorded transaction, the receipt won’t be automatically matched and will be given the unmatched receipts status. When this happens, you can visit Expense Management on your desktop to manually match the unmatched receipt with the correct expense.
How to match receipts to expenses
From the Task page
On the Task page, you’ll find a task called unmatched receipts.
Select the Match button to see all the unmatched receipts and match them with their correct expense.
In the Unmatched receipts pop-up, select the matching expense from the drop-down for the Matching expense field. If you don't find the correct expense, you can search for the merchant name or amount to see all expenses on Expense Management.
After selecting the correct expense, review the expense details.
Select the Save and next button to match the receipt with the expense and move to your next unmatched receipt.
From Your expenses page
Visit the Unmatched receipts section of the Your expenses page.
Select the unmatched receipt you want to match from the list on the page.
In the Unmatched receipt pop-up, select the matching expense from the drop-down for the Matching expense field. Select the correct expense and select Save to match the receipt with the expense. If you don't find the correct expense, you can search for the merchant name or amount to see all expenses on Expense Management.
If you have any questions about matching receipts to a business expense, contact our support team at support@capitalone-fylehq.com.