What it does
A request with several receipts and several line items is hard to check: you have to hold the mapping in your head, and one photo can hold three paper receipts while one PDF can hold eight scans.
Match view walks you through the receipts a page at a time and asks what each one is for. When you are done it tells you whether anything is missing.
Turning it on
Open a request and look at the Receipts heading. Where there is more than one receipt or more than one line item, you will see Browse and Match.
- Browse is the familiar list of receipts.
- Match is the checker.
Bookkeepers start in Match. Everyone else starts in Browse. Whichever you pick is remembered for next time.
Matching
The first time you open Match you’ll see a short reminder of how it works. It gives way to your outstanding pages as soon as you start.
For each receipt page, tick the line items it pays for. A page can cover several line items, and a line item can be covered by several pages.
Use the arrows under the receipt to move through the pages. Your work saves by itself.
One thing needs saying explicitly, or a request with a stray page can never be finished: For reference only, for a cover sheet, a packing slip, or terms and conditions. It marks the page as supporting documentation rather than something tied to a line item’s amount. It lands in Set aside and can be undone.
There is no matching way to excuse a line item. A line item with no receipt stays in Not yet accounted for until you find the paper, because that is the thing you opened this view to find.
Finding what is left
Unmatched only narrows the arrows to pages nobody has claimed and hides line items that are already done. On a request with thirty receipts, that turns a second pass into a few taps.
Any page named under Pages not yet accounted for or Set aside is a link: tap it to jump straight to that page.
When both sides are clear you will see All receipts and line items accounted for.
On a phone
Match works the same on a phone. The receipt sits at the top, the line items below it, and the arrows stay within reach at the bottom.