Verify Matches in ExpensePoint Mobile App.
The Verify Match feature helps you to verify credit card transactions coming into the ExpenseReport™ system with the corresponding uploaded Receipts or Travel Bookings.
By tapping on the Verify Match, either from the Receipt Wallet or from the Transactions list, you will see the details for each.
The Verify Match function will generally match across:
- Transactions
- Receipts
- Travel bookings and
- Expenses
The example above shows an example where the ExpensePoint™ app identifies matches across 3 entities through the system: a Transaction, Receipt and a Travel Booking. But it may not always be the case. It is enough for at least 2 entities to match, and the Verify Match button will show up on the corresponding matched items.
As soon as you confirm the match you can add the Expense to the Expense Report by selecting the report from the dropdown filed below.
The toggles form the left side of the matching items allow you to add the enabled items to the Expense Report. If you disable the toggle for any of them, the system will consider them as 2 different transactions.
As soon as you tap on the Verify Match button, both the Receipt and the Transaction will go into the Expense Report as a single Expense item. Similarly, the Transaction and the Receipt will no longer show up on the Transaction or Receipt Wallet lists.
Before Verify Match:
After Verify Match:
You will notice the credit card icon, the travel booking icon and the paper clip icon for the receipt that are displayed on the expense line item, meaning that this Expense came from both sources as a matching record.
