Webexpenses has a great feature called Intelligent Matching. This means that as long as you have uploaded the receipts for your credit card transactions and tagged them as credit card spend, the system will automatically match the correct receipt to the transaction where the Date and the Amount are the same.
- Click the receipt icon to expand the item and view your saved receipts
- If a saved receipt matches the Amount and the Date of the credit card item
- The receipt will automatically be selected and attached – this is indicated by the white tick and the paperclip icon
- Select the item or items using the tick box
- Click Submit to send the item or items for approval
- Enter any Notes if required
- Click Submit again.