🌐 Web |📱Mobile | 👤 Submitter
When making a payment with your company card, a transaction is created and automatically imported into your Yokoy account. You need to match the transaction with the corresponding card expense report.
To match card transactions with your expense reports:
Submit a card expense report
After you made a payment with your company card, upload your receipt by clicking the paperclip icon. Click on the automatically generated expense report and check all data entries.
In the Payment method field, make sure to select Company credit card.
A new field appears in which you must select the company card you used for the payment. Once you have finished editing your card expense report, click Submit.
✏️ Note
You don't have a receipt? Depending on your company policies, you may be able to submit a card expense report without a receipt by clicking the Notepad icon.
Viewing the transaction feed
While submitting your card expense report, the corresponding card transaction is imported into your Yokoy account. It appears both in the Submitter menu, under the Card Transactions tab, and under My Tasks in the Transactions tab when you select the card in the dropdown menu.
✏️ Note
Depending on the type of connection between your card provider and Yokoy, it may take a while until card transactions are visible in the system.
Automatic matching in Yokoy
After submitting your card expense report, Yokoy automatically matches the transactions to expense reports.
Yokoy matches transactions regardless of when the transaction was imported. This means that you can submit your card expense report at any time, regardless of whether the corresponding transaction is already visible in Yokoy or not.
As soon as the transaction appears in Yokoy, Yokoy automatically matches it to corresponding expense reports.
✏️ Note
Only card expense reports that have been submitted can be matched with a card transaction.
At this point, no further actions are required from you.
Verify matching
To verify that a transaction has been successfully matched with a card expense report, there are three options:
Submitter > Card Transactions: select the correct card from the dropdown menu.
My Tasks > Transactions tab
Submitter > Single Expenses: In the Matching Status column, you can view whether matching has been successful.
The statuses are:
Matched: This transaction has been matched with the corresponding expense report.
Not matched: The corresponding expense report is missing for this card transaction or vice versa.
Private: No company card was used as a payment method.
If a transaction shows the Matched status (i.e. it has already been matched with a card expense report), then the status of the corresponding card expense is also visible.
This lets you track the status of the card expense report in the approval process.
If this is the case, no further actions are required from you at this point.
For all transactions with the Not matched status, one of two cases has occurred:
The corresponding expense report has not yet been submitted by the Submitter, so that the automatic matching has not taken place yet
The corresponding expense report has been submitted by the Submitter; however, the automatic matching failed (for example, maximum allowed deviation between the total amount of the transaction and the expense report was exceeded).
If automatic matching has failed, you need to perform manual matching.
Perform manual matching (optional)
Generally, card transactions are automatically matched to card expense reports. However, there are cases where automatic matching fails. In these instances, the transaction and expense must be matched manually.
To manually match transactions with expenses, see Getting started with the Expense Matcher.
If you are still unable to match a transaction, check out our troubleshooting guide for card transactions: Why is the automatic matching not working?