What happens when I enable auto-match/create expenses for corporate card transactions?

When you enable auto-match/create expenses for corporate card transactions under Expenses Preferences, the card transactions will be automatically matched with the expenses you’ve created in Zoho Spend. The transactions will be matched with a corresponding expense based on the Date (before or after three days from the specified date) and the exact Amount.

If you do not have any existing expenses that correspond to the card transactions, an expense will be automatically created based on the transaction details.

To enable auto-match/create option for your corporate card:

• Go to Settings in the top right corner of the page.
  (OR)
• Click Settings on the left sidebar.
• Click Expenses under Travel and Expense.
• Go to the Preferences tab.
• Under Cards, mark the Auto-match/create expenses for corporate card transactions checkbox.

Your corporate card transactions will be automatically matched with your existing expenses if the date, merchant, and the expense amount are the same. If you do not have expenses that correspond to any transaction, a new expense will be automatically created based on the transaction details.

• Click Save.