What are unmatched receipts?
After a purchase, you may 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 via text message or forward it over email to Expense Management. The receipt and the expense won’t be matched automatically, so they’re called unmatched receipts in the tool. You can visit Expense Management on your desktop to manually match the unmatched receipt with the correct expense.
Spenders can match their own unmatched receipts to expenses. As an admin, you can match unmatched receipts to expenses for all your employees.
Steps to match receipts to expenses
Use the following instructions to guide you on how to match the receipt with the correct expense.
On the Tasks page, you’ll find a task called Unmatched receipts if you or your employees have any unmatched receipts. Select the Match button.
You will be directed to the All business expenses page, where you can see all the unmatched receipts.
Select the unmatched receipt you want to match with and an expense 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. 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 button to match the receipt with the expense.
If you have any questions about matching receipts to a business expense, contact our support team at support@capitalone-fylehq.com.