Receipt Forwarding function when the expenses are auto-fed by the bank

Lina2021
Lina2021 Expensify Customer Posts: 2 Expensify Newcomer

Hi Team,

Can you please advise how the receipt fowarding function will work when the transactions (expenses) are auto-feed by the bank?

From the how-to guide, it looks like once we send off the receipts to receipts@xxx it creates the expenses.

Look forward hearing from you as soon as possible.

Thanks

Lina


Answers

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team

    Great question @Lina2021 ! Your employees will SmartScan their receipts at point of sale, or forward email receipts to receipts@expensify.com and you are correct, this will create "cash" expenses.

    When the transactions post with the bank and import into Expensify they will automatically merge with those SmartScanned expenses, so that you have one card transaction with a receipt image.

    Feel free to come back to me if you have any further queries about this. 😀

  • Lina2021
    Lina2021 Expensify Customer Posts: 2 Expensify Newcomer

    Hi @Rachael Hopkins

    Thanks for your prompt response!

    It is bit unclear with the 'merge into one card transaction'.

    When the transactions feed from the bank as credit card expense and pick up the scanned receipts, will that then delete the 'cash' expense that has been initially created?

    Does it merge by finding the same amount? If so what happnes if there's multiple transactions with same amount?

    Also if the receipt is allocated to wrong transaction, can we remove it from the transaction but still keep in the cloud to apply with the accurate transaction?

    Many thanks in advance for answering all my queries :)

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team

    Hi @Lina2021 we look for the same amount on the same day - the merge process basically adds the receipt and any manual coding to the card transaction and yes, effectively deletes the cash expense (not that you see that part).

    It's incredibly rare for a receipt to merge with the wrong transaction - it's usually users who do that! But yes, you can detach a receipt, and even SmartScan it again if needed!

    Check out this guide - I think it will answer a lot of questions!