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The Receipt Inbox UI is your central hub for accessing all receipts that have been sent to and processed by our receipt matching system. It’s particularly beneficial for accountants, as it provides a streamlined way to access receipts that the algorithm couldn’t automatically match.

The interface is divided into three tabs:

Unmatched: This tab lists receipt files that our matching algorithm couldn’t automatically pair with a transaction. To manually match a receipt, simply select it and click the "Match" button. Additionally, you can directly select a receipt from the Unmatched tab while viewing the transaction details. Just choose "Add from Inbox."

Matched: This tab displays all receipts that have been successfully matched with transactions. If an automatic match is incorrect, you can easily unmatch the receipt, which will then be moved back to the Unmatched section.

Trash: This tab contains files that are either not valid receipts or are unlikely to be related to transactions made with a Pliant card. Files in the Trash are permanently deleted after 60 days.

1. Unmatched: This tab lists receipt files that our matching algorithm couldn’t automatically pair with a transaction. To manually match a receipt, simply select it and click the "Match" button. Additionally, you can directly select a receipt from the Unmatched tab while viewing the transaction details. Just choose "Add from Inbox."
2. Matched: This tab displays all receipts that have been successfully matched with transactions. If an automatic match is incorrect, you can easily unmatch the receipt, which will then be moved back to the Unmatched section.
3. Trash: This tab contains files that are either not valid receipts or are unlikely to be related to transactions made with a Pliant card. Files in the Trash are permanently deleted after 60 days.

Cardholders have their own Receipt Inbox UI, where they only see receipts if the sender’s email address matches their Pliant username. In the admin app, all users can view all receipts.

Receipts cannot be matched to transactions that have already been exported.

For certain merchants, our platform may retry matching the receipt at intervals, meaning some receipts may remain in a processing state for up to 5 business days.

1. Cardholders have their own Receipt Inbox UI, where they only see receipts if the sender’s email address matches their Pliant username. In the admin app, all users can view all receipts.
2. Receipts cannot be matched to transactions that have already been exported.
3. For certain merchants, our platform may retry matching the receipt at intervals, meaning some receipts may remain in a processing state for up to 5 business days.

Overview

Important remarks