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How do I manage unmatched receipts and match them to a transaction in Spend Management?

Unmatched receipts are ones not associated with a transaction. These unmatched receipts may be a result of a user not matching a receipt successfully to a transaction, a receipt sent to the Spend Management email that was not successfully matched to a transaction, or a receipt associated with a transaction that was reversed. 

The following instructions are on locating and matching unmatched receipts in Spend Management. 

Matching receipts to a transaction online using Spend Management

  1. Navigate to the Reporting tab for Transactions.  
  2. Select the Unmatched receipts button. 
  3. Select one or more unmatched receipts, then select Match selected.  
  4. Browse for the associated transaction by searching and adjusting the transaction date range, merchant, amounts, and/or card. 
  5. Click the desired transaction to attach the receipt and select the Match button.  

If multiple unmatched receipts were selected in step 2, repeat steps 4 and 5 to match additional receipts with a corresponding transaction.  

Matching receipts to a transaction in the Spend Management Mobile App

  1. Navigate to the Menu panel and select Unmatched receipts.  
  2. Select the transaction that corresponds to the receipt and select Match receipt