Every night the system makes an attempt to match the expense to the transaction when it is sent from the bank. Certain criteria must be fulfilled for the automatic matching to work, we list those here:

• The expense (receipt image) needs to be saved under unsubmitted outlays
• The expenses must be synced and saved before the transaction is received from the bank
• The receipt image and the transaction need to have the same purchase date
• The amount and VAT on the receipt image and the transaction must match

If the receipt does not fulfill all the above criteria, then we won't be able to match the receipt image with the transaction from the bank. You then have to make that connection manually in the system.

Please note that if your organization uses real-time transactions, the receipt matching isn't functional.