The matching feature helps you to reconcile your expense with credit card transactions. Once a receipt has been uploaded, Rydoo will automatically look for a match to the corresponding corporate card feed.
How do I know the expense and transaction are matched?
If Rydoo finds a match between transaction and expense, Rydoo will automatically link and reconcile them. In this case a green credit card icon will appear at your expense. This means expense and credit card transaction are matched.
How it looks on Web:
View the matched transaction
To view the matched transaction, click the expense the transaction is matched to and then click the Transaction Matched VIEW.
To view the matched transaction, click the expense the transaction is matched to and scroll down.
Why are my expense and transaction not automatically matched?
- Rydoo will not auto match if the basic information, such as amount, between transaction and expense is different. You can easily manually match the expense and transaction.
- Transactions that are older than 2 months will not match automatically. You can easily manually match the expense and transaction.
- Transactions will not match automatically if the payment method is not correct (cheque, paypal, transfer or cash). You can select the correct payment method and match manually.
- 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.