My Transactions is a fundamental component of the ExpensePoint™ expense management systems. It provides users with a central hub for recording, managing, and tracking your financial transactions coming from the integrations (or manually) through the financial institutions.
If you do not have the credit card integration setup you can still set up Plaid to enable the transactions feed into the ExpensePoint™ system.
Additionally, you can set up an automation to upload the transactions into the ExpensePoint™ through a scheduled file import.
Each time a Transaction comes in you will get a push notifications and an email notification.
By swiping the transaction line item to the right, you can initiate the expense creation by tapping on the create Expense button.
To get to the Transactions list, go to the My Transaction module from the Expense tab on the bottom navigation menu.
My Transaction module will display all of your credit card transactions fed through the credit card integration that was initially set up during the onboarding.
Note: If you do not have any integrations, you can manually set up a template for your financial transactions upload.
If there is no integration, or no transactions imported yet, your transaction list will be blank.
Once you start getting the Transactions, you can view them in the list.
If there is a receipt with the same details (vendor name, date, total, taxes) then you will see the Verify Match button on the Transaction with the matching receipt.
Note: It can take up to 24 hours for the information fed through the integration to identify the matches.
Note: The OCR Receipt Reader, may not always read the Receipt information at 100%. Anything over 80% should be a true match.
Similarly, on the Receipt Wallet you will see the Receipt with a matching Transaction marked with the Verify Match label.