Let me share how it works, Beniubaldo-gmail.
When snapping receipts or sending files to our data extraction service, there are four types of information that they check:
- Vendor
- Date
- Total
- Credit/Debit card number (optional)
The matching of the transactions in the system will depend on the forwarded information. If you included the Credit/Debit card number along the process, it should automatically match the transactions from the connected bank. However, if there is no info provided or the bank isn't connected, the program will still try to match the receipt against transactions. Once identical details are found, we attach the receipt to the existing transaction. If we're unable to find one, we're going to create a new transaction on your behalf.
Let me share some articles to help you better understand the feature:
If you more questions arise, please feel free to drop by anytime. Take care!
