My Expenses > Receipts lists receipts which have been previously uploaded from your desktop, iBE phone expenses app or from email. Before you can search for a matching bank card transaction you need to add expense item details to your receipt, by clicking on the pencil or double-clicking your receipt as shown in the receipts list above.

From receipt details you can enter expense data such as:

1. The date you incurred this expense
2. The type or category of expense (e.g. meal, taxi, hotel bill and so on)
3. Where the expense was incurred (which is optional)
4. A description for the expense (also optional)
5. The amount
6. The supplier (you can add suppliers on the go by clicking on the + icon at the bottom of the supplier list)
7. Indicate if the receipt was paid in cash (meaning there won't be an imported card transaction for it)

iBE does not currently scan your receipt to convert the receipt image to text so you have to fill out this information manually

Once expense details have been entered, click on the "Match" button as highlighted in purple in previous step, to look for a matching bank card transaction. All your imported card transactions will be scanned to find one which is:

• Not already matched off to a receipt or imported into an expense claim
• For the same amount
• For a date close to (+/- 2 days) the date on the receipt. The reason for checking +/- 2 days is because credit card companies do not always process charges on the same date they were incurred.

You will be presented with a popup to choose the appropriate one, in case there is more than one matching transaction.

Following the match, anytime you import the card transaction into a claim the receipt will come in with it and vice-versa (if you link the receipt it will import the card transaction).