What happens when I enable auto-matching/creating for corporate card transactions?
When you enable auto-match for a corporate card, the card transactions will be automatically matched with your existing expenses. These transactions will be matched with a corresponding expense based on the date (before or after three days from the specified date) and the exact amount.
If you do not have any existing expenses that correspond to any transactions, an expense will be automatically created based on the transaction details.
To enable auto-match/create option for your corporate card:
- Navigate to the Admin module on the left sidebar and select Settings.
- Click Expenses under Preferences.
- Mark the Enable auto-match/create expenses for corporate card transactions option.
- Click Save.
Note: Auto-matching/creating option is not available for personal cards.