Is there a way to run a report to see what receipts have not matched up to the credit card statement
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KJK
Expensify Customer Posts: 1
in Day to Day
I'm using Expensify for personal use only, not for business use. Therefore I have not need to submit a report to anyone. I have uploaded receipts and linked my personal credit card. Is there a way to run a report to see what receipts have not matched up to the credit card statement and what has hit the credit card statement with no receipt? So that way I can quickly reconcile my credit card statement every month. I can see how it's matching when I look at each individual transaction, but that seems very manual and seems as though I should be able to run some sort of reporting feature that only shows unmatched receipts. Thank you!
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Best Answer
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Conor Pendergrast Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 175 Expensify TeamOptionsGreat question! If you're specifically looking for card expenses without receipts attached, then in the web app, go to the Expenses page and filter by Type > Expenses.
That will show you all expenses which don't have receipts attached, like for my Expensify Card expenses without receipts here:
Remember to SmartScan your receipts, and we'll merge your receipts into your card expenses automatically!
