If your card transactions do not automatically match your expenses, you can manually match them. Here's how:
1. Go to Expenses, click TO DO, and select the expense you want to manually match.
2. Click the action button on the upper right of the screen, then select 'Match transaction'.
3. A pop-up window will appear, then look for the transaction that you want to match with your expense. Then, click 'Match'.
4. Once matched, you will be notified that the expense and the credit card transaction are successfully matched.
You can only match one transaction per expense.
If you need to link a transaction to several expenses, it's best to match the expense into a transaction first and then use the split option.
Transactions can only be matched on the expense page.
Users with Finance Role can send a reminder to an employee about matching transactions with their expenses.