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Can I match transactions with expenses that have already been created?

Yes, you can match a ​Card transaction to an already created expense. This can be done by performing the steps given below

  • Go to the Unexpensed transaction section in your card.
  • Select the transaction you need to match with an expense. Zoho Expense will automatically display a list of ​expenses that can be matched based on the expense amount and the date of transaction.
  • Select the best possible match from the right hand pane and click Merge.
  • If you do not find an expense that can be matched, you can add it manually by clicking on the Add manually button.

Note: Expenses in ‘draft’ status only will be listed.

 

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