The unique email ID can be found on the right-top corner of the Receipts page.
Airbase will match the receipt against the corresponding transaction.
All the receipts sent via email can be found by clicking the Receipts Inbox icon on the Dashboard page.
Airbase uses Optical Character Recognition (OCR) technology to verify the content of the email sent to Receipts Inbox.
Every receipt sent to Airbase goes through different phases:
1. Unable to Match.
If Airbase is unable to identify the content of the email, the file will be moved to the Unable to Match tab.
A few scenarios where files are tagged as Unable to Match are:
- Reimbursements receipt.
- OCR was unable to read the text on the receipt.
- The email does not contain a receipt but does need the attention of the user ( account verification emails, etc.).
- User who forwarded the receipt does not own the card.
- A receipt was forwarded for a transaction that wasn’t done on an Airbase card.
- An incorrect email was forwarded.
However, if the email consists of a receipt and was marked as Unable to Match, you can manually match it with the corresponding Virtual or Physical Card transaction.
- Go to Receipts' Inbox > Unable to Match.
- Find the receipt. Use Filter if needed.
- Click Match or open the receipt and click Match to transaction.
- Find the right transaction from the list.
- To find the relevant transaction, we recommend using a combination of the search & the filter to narrow the transaction list down quickly.
- Click Match to confirm.
Only transactions on the cards you own can be matched with a receipt. If you’re a department head or admin, you won’t be able to match receipts of the spend owned by someone else whose cards you have access to.
Apart from Match to transaction, emails or receipts listed under Unable to Match include the following options:
- Archive: Deletes the email or receipt permanently. This will help declutter the Receipts' Inbox.
- Mark as Duplicate: If the file is a copy of the original receipt.
- Mark as not a receipt: If the email does not contain a receipt, like marketing emails or verification emails, use this option.
Once you choose the appropriate option, the file will be moved to the Processed tab.
The receipt, once emailed, will take ten minutes to reach the Receipts' Inbox.
Airbase will split the email into two separate files, one will include the body text of the email, and the other will be the attachment or the receipt.
Airbase will take one business day to verify the content of all the files received.
Emails in this process of verification will be listed under the Pending tab.
When Airbase identifies the content of the email, the receipts will be matched to their corresponding transactions.
If there is more than one receipt with the same information, the others will be marked as Duplicate.
Files that are not receipts will be marked as Not a receipt.
Here’s what you can do to files that are marked as duplicate or not a receipt:
- Match to transaction: If you recognize the file as a receipt, match it with the corresponding transaction.
- Archive: Deletes the file permanently. This will help declutter the Processed tab.
- Mark as duplicate or Mark as not a receipt: Choose the option based on the nature of the file.