CSV Card Import

LexiPLexiP Posts: 30 Expensify Newcomer

If I import my bank statement as a CSV at the end of the month, will it match with the transactions that have already been smartscanned? And can I run some sort of report to see what receipts are still missing?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 2,121 Expensify Success Coach

    Hi @lexip, the expenses created via CSV upload are eligible to merge with SmartScanned receipt images, just like credit cards do. The same requirements are in place though, and if you find that receipts and uploaded expenses aren't merging, I'd check out this guide we created. If the guide still doesn't resolve the issue, reaching out to [email protected] with examples of expenses that failed to merge is the next best move.

    To see which receipts are missing, the easiest way would be to adjust filters on the Expenses page to display Expenses. This should filter your expenses so that only those without receipts are visible. (Below)

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