Auto scan feature to fetch the credit card feed matching the receipt expense automatically.
Unni
shared this idea
Hi,
This feature is live in Zoho Expense. The credit card transactions would be auto-matched with the receipt expenses under the user account. If there are no matching receipt expenses, the transaction would be automatically converted to an expense.
To enable this feature, kindly go to ‘Admin’ > ‘Settings’ > ‘Expenses’ > ‘Enable auto-match/create expenses for corporate card transactions.’.
Please give it try and share your feedback. For any assistance, please write to us at support[@]zohoexpense[dot]com.
Regards,
Zoho Expense Team
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Jason
commented
I like the idea Mike Horne has better since it could be several days before the transaction hits the credit card. Have the ability to scan receipts but not create an actual expense. Later when going through the credit card, be able to grab from your list of receipts.
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Mike Horne
commented
this - or the ability to email a receipt and have it not auto create an expense, so when i go thru my line items from my card, i can just pull from my receipt inbox