Expenses now include a “Match” feature. The matching logic looks for all pending expenses imported from your credit card / bank card which have not yet been matched to any expense item, where the amount and currency are the same and the transaction date is either the same as or within a 5 days of the expense item date. Users can access match feature from pending expenses screen or from receipts screen.

• To access match feature from pending, users will have to select the expense item which it wants to match and click on “Match” button on Main panel.
• To access match feature from pending, users will have to display an attached receipt. Click on “Match” button on Popup.
• To invoke the match user can select the expense and click on match button on main panel.

If the user subsequently imports the matched item into a claim both the receipt and imported credit card information are accessible from within the claim. We are always updating the list of banks/credit card companies from which you can import charges for expense claims. For this purpose, we use the 3rd party system Yodlee, which is the same engine that powers Mint. We will continue updating this list every 2-3 months based on Yodlee’s growing database of financial institutions.

To enhance the usability of expense claims, we have changed the “assign” button to “import” for bringing pending expenses into an expense claim, as we think it a more understandable term