Verify Matches from Expenses

The Verify Match feature helps you find matching records within the ExpensePoint system by comparing key details such as amount, date, or tax. It generally searches for matches among the following: 

• Receipts 

• Transactions 

• Travel Bookings 

How to Use Verify Match

The Verify Match option from the navigation menu will remain inactive until you select an Expense Report.

Select an Expense marked with the puzzle icon from the lower part of the screen. 

The Verify Match option on the left side navigation menu will now be enabled. Clicking Verify Match will open a window displaying the details of the matched Expense. 

The examples below show how the ExpensePoint system identified matches across three entities in the system.

The Verify Match screen typically displays four main columns:

• Expense

• Transaction

• Receipt

• Travel Booking

However, all these columns may not always appear. A match is confirmed if at least two of these entities align. The Verify Match icon will appear next to the matching items.

Once you confirm a match, the expense will be linked to the corresponding receipt, transaction, or travel booking.

Managing Matches

At the top of the Verify Match screen, checkboxes allow you to link all matched items into a single expense within the expense report. If you uncheck any boxes, those items will be treated as separate transactions. You can then create a different expense with the unchecked items.

Note: Once the receipts are verified for matches and assigned to an Expense within an Expense Report, they will no longer appear in the Receipt Wallet list. 

Icons

On the expense line item, you may see icons such as:

• Credit card icon

• Travel booking icon

• Paperclip icon

These icons indicate that the expense is linked to multiple matching sources.

For Receipt Wallet Verify Match instructions, please refer to this article.

For mobile app instructions, please refer to this article.