When you enable auto-match/create expenses for corporate card transactions under Expense Preferences, the card transactions will be automatically matched with the expenses you’ve created in Zoho Expense. The 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 the card transactions, an expense will be automatically created based on the transaction details.
To enable auto-match/create option for your corporate card:
- Click Admin View.
- Click the icon in the top right corner or go to Settings on the left sidebar.
- Go to Modules under Customization.
- Click Expenses. Under the Preferences tab mark the Auto-match/create expenses for corporate card transactions option.
- Click Save. Once this is done, your card transactions will be automatically matched with the existing expenses based on the date and amount.
Note: Auto-match/create option is not available for personal cards.