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June 16, 2021
Question

Linked bank accounts showing a matched receipt under transactions but receipt won't match.

  • June 16, 2021
  • 1 reply
  • 0 views

So I have just linked a couple of personal bank accounts, as receipts had been uploaded but the usual business debit card hadn't been used for these transactions.

 

Under the Transaction - Banking list showing the transactions under review it says '1 receipt found' but when I go to the Transaction - Receipts list I can see the receipt is uploaded but it is not showing a match. I have tried to match it manually but the transactions for this card only go up to May 17th and does not show a record of the transaction which took place after this date. I only linked the account yesterday, have I missed a step or what do I need to do to get the up to date transactions and receipts talking to each other?

 

Thank you.

1 reply

June 16, 2021

Hello Aallan , Thanks for getting in touch about your receipts and transaction issue. When you connect the bank in the transactions it should pull through to the current date, can we ask you to go to the banking section and hit on update, do any more transactions come through?