Have More Questions?
What if I have a long receipt? +
For the automatic matching process, ReceiptMatch needs the purchase date, amount, and merchant name. For long receipts, please ensure these items are legible; otherwise they may need to be manually matched via the online statement.
What if I have a multi-page receipt? +
The best way to upload a multi-page receipt is online or through email as one file. The thumbnail image of the receipt on your account will just show the first page. To view all the pages of the receipt, access the receipt from your online statement, magnify the image by clicking the magnifying glass symbol, and download the full image.
How can I upload multiple receipts at once? +
You can attach multiple files to an email and send it to firstname.lastname@example.org from your registered email address. ReceiptMatch treats each file as a separate receipt and looks for its matching transaction.
I just uploaded my receipt. What happens now? +
ReceiptMatch matches your receipts to your business card transactions that have posted to your online statement. It will continue to match your receipt to a transaction for up to 8 days until the transaction has posted to your online account. Until the receipt has matched, your receipt image will appear in the unmatched section within your online statement or in the mobile app.
Please note if the receipt has not matched after 8 days, it remains in the unmatched section where you can then manually add the receipt in your online statement.
How can I give my receipt the best chance for matching? +
A receipt may be unmatched for a number of reasons. The receipt image should be clear and include the purchase date, amount, and merchant name within the captured image.
If a transaction hasn't appeared on your account yet, the receipt is unmatched until the transaction is posted to your online statement. Please also be sure the receipt is uploaded to the correct Business Card.
Where should I email receipts to upload them to my online account? +
Once you have enrolled in ReceiptMatch and provided a valid email address, you can email your receipts from that address to email@example.com. You may also want to save "firstname.lastname@example.org" in your address book to make it easier to email receipts and to prevent typing errors.
Will my Account Manager and employees be able to use this new feature to manage expenses? +
Your Account Manager will be able to view all of your receipts and notes. Unfortunately, they are not able to use the mobile app at this time. If you have suggestions about other functions you would like your Account Manager to have access to, please visit the feedback form at the bottom of the "My Receipts" page in your online statement.
If your employee has an Employee Card on your Business Card account they can enroll and use this feature. Each employee can submit, view, and manage receipts for their Employee Card They will not have access to receipts or transactions for your Basic Card or those of other employees.
As the Basic Card Member, you can submit, view, and manage receipts for all Cards on your account.
What types of alerts are available with ReceiptMatch? +
Basic Card Members can receive the following alerts: (1) an Employee Card is approaching a set spending limit; (2) an Employee Card's purchase was blocked due to exceeding a set spending limit (3) a reminder to add a receipt image for purchases exceeding a set amount. Employee Card Members can receive the reminder to add a receipt image for purchases exceeding a set amount.
What is ReceiptMatch with QuickBooks®? +
ReceiptMatch and Sync with QuickBooks are two separate business tools available with Business Cards from American Express OPEN. ReceiptMatch and Sync with QuickBooks were created to work together. Once both enrollments are complete, you can take a picture of a receipt and match that receipt to a transaction made with your Business Card. You can then label that transaction with your QuickBooks categories and send that transaction data directly to your QuickBooks company file.
How do I use the ReceiptMatch app with Sync with QuickBooks? +
ReceiptMatch and Sync with QuickBooks are two business tools that were created to work together. If you are enrolled in ReceiptMatch and downloaded the ReceiptMatch app to your mobile device, after enrolling in Sync with Quickbooks, the ReceiptMatch app will include additional screens that will enable you to start labeling your Business Card transactions with your Quickbooks categories from your mobile device. On the Review screen, tap QuickBooks, Tags, and Notes to label your receipts with your Quickbooks categories.
What QuickBooks categories can I use to label my receipts? +
The QuickBooks categories that you can use via your mobile device to label your receipts include: Expense Category, Customer: Job, and Class. If you do not choose to use the Customer: Job and/or Class categories in your QuickBooks company file during the Sync with QuickBooks process, then these categories will not be available in the ReceiptMatch app.
What if I upload my Business Card receipt and would like to change the QuickBooks labels attached to it? +
If the receipt has not yet been matched to a transaction, you can go to the Unmatched tab on the My Receipts screen, delete the receipt and start over.
If the receipt has been matched to a transaction and the transaction has not yet been sent to QuickBooks, you can go into your American Express Online Statement, and click on Manage Transactions from the Sync with QuickBooks box. On this page you can edit and modify the QuickBooks labels before exporting the transaction data to QuickBooks.
If the receipt has been matched to a transaction and the transaction data has been exported to QuickBooks, changes must be made via your QuickBooks company file.
Where will my Business Card receipt(s) appear in QuickBooks? +
A link to the Business Card receipt image appears in the memo field of each transaction entry in the credit card register. To view the receipt image, you will be linked to your American Express online account where you will be prompted to enter your username and password.