Usually, Perk automatically matches a card transaction with an expense report. However, there are some cases when the automatic matching fails. You can find these here.
Reasons for failed automatic matching
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The expense report has not been submitted yet by the employee.
Action required: Submit the expense report
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The payment method was set to Paid privately or the wrong company card was chosen.
Action required: Adjust the payment method to company card and select the correct card used for payment
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The employee submits an expense without a receipt and didn’t enter the correct payment date.
Action required: Adjust the payment date on the expense report
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The transaction hasn’t been imported yet.
No action required from employee: Wait until the card transaction has been imported either by financial reviewer or via the API
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The transaction was matched, but the employee created a new expense report for the same transaction.
Action required: Check that the corresponding card transaction has already been matched with the correct expense report. Find the card expense report that was created (& submitted) twice and delete it.
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The deviation between the transaction and expense date is too large.
Action required: Check if the payment date on the receipt and the extracted payment date on the expense report match and adjust if necessary
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The deviation between the transaction and expense amount is too large.
No action required from employee: The deviation can only be adjusted by an account admin to allow automatic matching to happen. The tolerance can be adjusted in the Settings > Card management > Transaction settings. Adjust the deviation temporarily and revert back to the originally defined tolerance after matching.