🔍 Reconciliation FAQ
📤 How do I upload credit card statements?
Go to Reconciliation > Matching
Click the Unmatched tab
Hit Upload Statements
Drag and drop your file, or click to upload 📎
✅ Accepted formats:.xlsx,.xls,.csv
🔗 How do I reconcile credit card transactions with RollCredits?
Once your credit card statement is uploaded:
🤖 AI-Auto Matching will try to match your RollCredits transactions (like receipts & invoices) to your credit card statement transactions.
💡 Matched results will appear in the Matched tab.
If some transactions aren’t automatically matched:
Manually select a transaction from the Credit Card Statement Rows (left table)
Select the matching transaction from RollCredits Transactions (right table)
Use the 🔍 Quick Filter search to speed things up
Click Match Selection ✅ — the matched pair will move to the Matched tab!
🔄 How do I unmatch reconciled transactions?
Go to the Matched tab
Click Unmatch on the far left of the row you want to separate ❌
🔎 How do I find matched transactions?
Navigate to Reconciliation > Matching
Click the Matched tab 🗂️
🤖 How does AI auto-reconciliation work?
After uploading your statement, our AI:
Reviews your credit card or bank statement 🧾
Matches it with your RollCredits receipts & invoices
Displays successful matches in the Matched tab
✨ It's fast, smart, and always getting better.
🛠️ How do I manually reconcile a bank statement transaction?
Same process as credit card matching! 👇
If AI doesn’t find a match:
Choose the unmatched Bank Statement Row (left)
Select the matching RollCredits Transaction (right)
Use the Quick Filter 🔍
Click Match Selection ✅ to move it to Matched
🧾 How do I set up Amex reconciliation auto-feed?
Just email us at help@rollcredits.io and we’ll walk you through it step-by-step! 📧