Credit card transaction auto match (optional)

If credit card transaction import is implemented, the transactions between the OCR and credit card transactions are automatically matched. A single expense line item is created (based on the credit card transaction information) when importing an OCR transaction that has a matching credit card transaction. Once OCR transaction (with matching credit card transaction) is imported to an expense report, both the matching credit card and OCR transactions are removed and cannot be reused for attachment. Effectively, attaching from the credit card transaction is same as attaching an OCR with a matching credit card transaction. The receipt is also automatically attached to the line item.

A credit card transaction link is available on the Available Expenses tab for each matching OCR transaction. Click the link to view the detailed credit card information.