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Auto merge receipts with credit-card transactions

_Derek__Derek_ Member Posts: 62 ✭✭

Idea: Auto merge receipts with credit-card transactions!

This is desperately needed feature to eliminate the manual merging required when you capture a receipt and approve it only to have a duplicate show up from the bank.
Recommendation(s):

  • It would incredibly useful if there was a reconciliation process that would matching approved receipts with transactions pulled from a bank or credit card.
in Accounting Feature Ideas

Comments

  • _Derek__Derek_ Member Posts: 62 ✭✭

    This would be really nice to have...!

    Additional things would be if you have a credit card you can say these transaction from the bank require a receipt and highlight them or filter by them so you can figure out what is missing. Reports on your capture ratio. These are value-add things to help avoid an audit mess since its so much easier to do it up front than look for it later.

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