Verify Match

After the OCR Receipt Reader extracts details from your receipt, they will be validated against existing transactions in the system to find matches.

If you are submitting receipts for out-of-pocket expenses, you can use them immediately in your Expense Reports. However, for corporate card transactions, it may take up to 24 hours for the receipts to match the credit card transactions before they can be expensed.  

When credit card integration is enabled, receipts that match with a transaction will display a Verify Match button on the scanned receipt record. 

The system triggers the Verify Match button when receipt details match at least 80% with a transaction (differences may occur due to tips or minor variations). 

The matching algorithms will validate the information from the receipt across 4 parameters: 

• Vendor 

• Date 

• Total 

• Taxes  

By clicking Verify Match, you can review both the receipt and the credit card transaction details side-by-side in order to review the match reasoning. At the bottom of the match details screen, you can add the receipt or expense to an Expense Report by selecting it from the drop-down menu. 

If you don’t have an Expense Report, you can create a new one by tapping the plus icon in the upper corner of the screen. Learn more about how to Create an Expense Report in this article. 

For web browser or desktop application instructions, please refer to this article.