Missing Receipts

The preferred missing-receipt loop is:

1. Find missing receipts in the imported batch or saved Table.
2. Tell the purchaser which receipts are missing.
3. Ask them to upload or attach the receipt in the bank account.
4. Re-export the same bank statement date range.
5. Open one of the related Tables and use Re-upload.
6. Apply the preview so new receipts are attached to existing entries and any new transactions are routed to the right Tables.
7. Repeat until there are no required receipts missing.

Find Missing Receipts in a Batch

Open the batch and look for entries without receipt evidence. Use Chase Receipts to contact purchasers.

Chase Receipts

1. Open the batch.
2. Select Chase Receipts.
3. Review grouped missing entries by purchaser.
4. Add email addresses for unmatched purchasers if needed.
5. Add optional comments.
6. Send chaser emails.

Chaser emails are consolidated so a purchaser can receive one email listing their missing receipts.

Attach a Receipt to a Saved Entry

In a Table, entries without documents show an option to add a document.

1. Find the entry missing invoice evidence.
2. Select Add Document.
3. Review suggested documents if available.
4. Search or filter documents if needed.
5. Attach the correct receipt.

Document suggestions use entry data such as date, amount, currency, vendor, and purchaser. Review suggestions before attaching.

Personal Card Receipts

Company card usage is preferred because it keeps the receipt closer to the bank transaction. If someone uses a personal card, use manual upload or email-in, then add the receipt to the relevant Table entry or create a manual entry.