This article applies to the following countries The organisation has the payment liability
The user has the payment liability
Real time transactions from Nordea First card
Receipt matching
When you make a purchase with your corporate card, and when the bank transfers the purchase to the service, a report is automatically created in your user account as a draft under Expenses and To-do.Each transaction in your report needs to be updated with a receipt image. If you haven’t added a receipt image to your expense, the report cannot be submitted.The report also cannot be submitted until the invoice has been sent from the bank. Once the invoice has been sent to us, you will see the Submit button when you open the report. When the user is responsible for the payment, card purchases will be uploaded from the bank and appear in the same place, but as individual transactions rather than in a report.To submit the transaction, the user must create an expense report, include the transaction, and then choose to submit the report. If your company has connected real-time transactions from Nordea First Card, your transactions will be sent directly to our platform and appear under Expenses and To-do. As a user, you need to update the transaction with a receipt image.When the invoice is sent from the bank, a report is automatically created for your user, and you can then choose to submit the report to your organisation.
Every night, the system attempts to match an expense/receipt to the transactions sent from the bank. For the match to work, certain requirements must be met for the automatic matching to succeed. We list the requirements here:
-
The expense (receipt image) must be saved as a draft.
-
The expense must be uploaded before the transaction is sent from the bank.
-
The receipt image and the transaction must have the same purchase date.
-
The amount on the receipt image and the transaction must match/have the same total.
If the expense does not match automatically, you can manually add the receipt to the transaction. You can read more about this . Related articles
Last modified on September 9, 2026
