We're delighted to announce a new release of Access Expense. In the below section, we describe our enhancement(s) in more detail
Automated Receipt Matching
Why have we developed this feature?
Our new automated receipt matching feature streamlines the expense submission process. When a receipt is already saved in the wallet or captured through the app’s camera, Access Expense will automatically match it to the relevant transactions. These transactions can either come from the bank data feed or be created manually by the user. This ensures a seamless, error-free expense submission experience, saving time and improving accuracy.
How does it work?
Enable Receipt Matching Option.
Administrator - Navigate to Settings -> General Setting
Now, locate the "Mobile Receipt Matching" feature and ensure it is enabled. This will allow the app to automatically match receipts to expense transactions.
2. Capture or Upload Receipts
Open the app and use the camera functionality to scan your receipts.
Ensure all details on the receipt are clear and legible for better matching accuracy as this will use our OCR scanning feature.
3. Transaction Creation
As you spend on your card, the system will automatically import transactions via the bank feed into Access Expense
Alternatively, if transactions are manually imported by an admin, they will also be available for matching.
4. Automated Receipt Matching Process
Once a receipt is captured or uploaded, and a matching transaction is imported from the bank feed or admin import, the system will automatically attempt to link and attach the receipt to the transaction.
The match occurs based on the transaction details such as the date, amount, and merchant information.
5. Submit Expense Report
Once receipt(s) are matched to their respective transactions, you can proceed to submit your expense report seamlessly without needing to manually attach receipts.
6. Troubleshooting Tips (if applicable)
If a receipt is not automatically matched, double-check the transaction details for any discrepancies (e.g., amounts, dates, or merchant names).
You can manually match the receipt by selecting the transaction and attaching the receipt directly within the app/web.