What are unmatched receipts?
After a purchase or charge, you may add a gratuity or tip to the initial expense incurred. However, before your tip is added to the total amount of the bill, the merchant will have charged your card with the initial amount, called an authorization — this leads to the receipt amount not matching the expense created from this authorization.
In such cases, you can still send the receipt via text message or forward it over email to Expense Management. Although the receipt and the expense aren't matched automatically, you can visit Expense Management to match the receipt with the correct expense. As these receipts have no matching expenses, they are called Unmatched receipts.
As an admin, you can match the receipts to the expenses of all your employees.
Steps to match receipts to expenses
Use the following instructions to guide you on how to match the receipt with the desired expense:
On the Task page, you can find a task called Unmatched receipts.
Selecting Match takes you to the Business expenses page, where you can see all the unmatched receipts and match them with the expense.
View the receipt you want to match with the expense. You can see a field called Matching expense. Select the field to see if all the expenses match your receipt. If you don't find the receipt, you can search for the merchant name or amount to see all expenses on Expense Management.
Select the correct expense and review the fields.
Select Save to match the receipt with the expense.
If you have any questions about matching receipts to a business expense, contact our support team at support@capitalone-fylehq.com.