Yokoy's automatic matching relies on two factors to be triggered. Firstly, the presence of an expense report (defined by its submission), and secondly the presence of a transaction (defined by its import). If both criteria are fulfilled, they will automatically be compared for matching.
The most vital criteria for matching are:
Amount: If the transaction and expense amounts differ, it may happen that Yokoy does not match these.
Date: If the transaction and expense dates differ, it may happen that Yokoy does not match these.
Payment method: If the expense report is not labeled as a payment by company card, it will not be compared for matching.
While these criteria are non-exhaustive, if automatic matching does not happen, they are often the cause for matching issues.