The content of this article applies to both our mobile app and our web app.
It can sometimes happen that a transaction is automatically or manually matched to the wrong expense report, if the dates, amounts or business purpose involved create ambiguity. What's good to know is that this can easily be fixed in both the web and mobile apps.
To correct an incorrect matching, navigate to the Submitter / Card transactions menu if you're using the web app, or the Company card / Completed menu if you're using the mobile app. If you have multiple company cards, select the one the transaction occurred on in the Credit card drop-down menu. In the overview, you'll see all transactions made with that company card.
In the overview, find and click on the transaction that you'd like to fix the matching for. Doing so will open a new window with the transaction on the top, and the matched expense report on the bottom.
You can review the expense report by clicking on it.
If you are sure you want to unmatch the transaction and the expense report, select Clear match in the bottom left corner of the window.
The transaction will now be unmatched with the expense report.
The transaction can now automatically match to newly submitted expense reports. If you'd like to manually match it, you can do so by reselecting the transaction. Specific instructions on manual matching can be found in this article.