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Can I match receipts to each individual transaction?

sarahcompton116sarahcompton116 Expensify Customer Posts: 1

Hi there,


Am I able to match each individual receipt to a certain transaction?


Thank you.

Answers

  • Jason LiJason Li Expensify Team Posts: 130 Expensify Team

    Hi @sarahcompton116 - welcome to the Community! You can certainly do this in Expensify - it's actually a feature of SmartScan.

    We recommend the following workflow:

    1. Import your credit card via your Expensify Account (this can be done in your personal account settings, or if it's a company card, your Domain Admin can do this for you).
    2. Paying for a purchase with that card, and SmartScanning your receipt.
    3. Once the SmartScan has completed, a new expense will be created automatically for you!
    4. Once the posted transaction has come through to Expensify, we'll merge the two expenses and your receipt image will be added to the card expense automatically.

    We recommend not submitting your Expenses until the merge has occurred - otherwise you may run into duplicates.

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