KNOWLEDGE BASE

How do I manage unmatched receipts in Spend Management?

Unmatched receipts are receipts not linked to a transaction. This can happen if:

  • The receipt was not automatically matched.
  • A receipt was emailed but not linked to a transaction.
  • The original transaction was reversed.

To match a receipt in Spend Management using online banking and the U.S. Bank Mobile App

  1. Select your central bill account, then choose Go to Spend Management.
  2. Select the Transactions tab. You should be in Reporting. Choose Receipts.
  3. Select one or more receipts, then choose Match selected.
  4. Select the transaction that matches the receipt, then select Match.
  5. If you selected more than one receipt, repeat these steps for each one.

More information

  • If a user receives a receipt via email, they can forward it to receipts@spend.usbank.com.
  • For the receipt to match a transaction, the user must forward it from the email address associated with their Spend Management account.
  • Our system takes the user’s email address, transaction date, merchant name, and amount from the receipt to match a relevant transaction. If the receipt cannot be matched, it will be added to the unmatched receipts library. 
  • Acceptable image file formats for receipts are jpg, png, gif, or pdf.