How to reconcile credit card
I am new to Expensify how do I reconcile my receipts to my Visa card
Answers
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Hi @Rainykae! Thanks for getting in touch! Have you imported your Visa into Expensify? If so, all you need to do is SmartScan your receipts, and we'll auto match your receipts with your imported Visa transactions. Otherwise, you can manually merge your receipts with the imported transactions. I am linking more information here.
If you're still stuck, feel free to email concierge@expensify.com, or live chat with Concierge from within your account.
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Hi. For reconciling with online purchases do you just send the copy of the invoice ie amazon, to the generic Expensify email for it to be matched? I'm trying to set my account up!
Thanks
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Yep, that's right @Weeyin! Just email your receipt to receipts@expensify.com from an email address associated with your Expensify account. From there, it will be SmartScanned into your account and will match with any corresponding expense which was imported from a credit card.
