At a glance
Automated receipt matching is available for expenses made with the Circula credit card.
The system matches receipts from the storage based on amount, date, and currency with created expenses.
If a matching receipt is found, it is automatically added to the expense.
Users can review, replace, or remove the receipt.
Automated Receipt Matching – How It Works
When an expense is made with the Circula credit card, the system automatically creates a draft in the app. If this draft does not yet have a receipt, Circula automatically checks the storage for a match with the following criteria every time the user opens the draft:
Amount - The amount of the receipt must match the expense.
Date - The receipt must match the same date as the expense.
Currency - The currency of the receipt and the expense must be identical.
As soon as a matching receipt is found, it is automatically added to the draft. After a receipt has been automatically added to an expense, a notification appears directly in the expense that this receipt could be assigned from the Storage.
Users have the option of checking these receipts and replacing or removing them if necessary.
Important!
The receipt is only automatically added to the draft - the expense must still be submitted manually.
Manually remove an incorrectly assigned document
In the Web-App
If a receipt has been incorrectly assigned, it can be removed at any time.
Open the draft expense.
Click on ‘Options’ under the receipt and select ‘Remove & Store’.
Upload a new receipt or select one from the Storage.
In the mobile App
If a receipt has been incorrectly assigned, it can be removed at any time.
Open the draft expense.
Tap on "Receipt".
Tap on "Replace" and select the correct voucher either from the Storage or add it manually.
Do you still have questions?
💬 Chat Support
📞+49 30 588 491 01
✉️️ support@circula.com