Skip to main content

Documentation Index

Fetch the complete documentation index at: https://support.pexcard.com/llms.txt

Use this file to discover all available pages before exploring further.

Receipt Matching uses AI to automatically match receipts to a transaction, streamlining the reconciliation process within your PEX account.

​
Uploading receipts

From a Web Browser:
1
Log in to http://dashboard.pexcard.com/
2
Click Review from the left navigation.
Review menu in left navigation
3
Navigate to the Attachments tab.
4
Click Upload.
5
Click Browse to upload your file, or drag and drop the file into that window. Note attachment specifications:
  • Max 10 MB per file
  • Max 50 MB in total (5 files x 10 MB)
  • Accepted formats: PDF, PNG, or JPG
Attachments tab
All receipts will appear under the “Attachments” tab and will be ready to match to a transaction.

​
Reviewing matches

All matches are ready for Admin review on the Not Reviewed tab (details on when transactions get into “Not Reviewed” status). You can also view matched receipts on the “Transaction details” screen.

​
Review menu

Once a receipt is matched, you’ll have the ability to review and approve the transaction on the Not reviewed tab to ensure all necessary items such as the receipt image, tags and notes are correct. More info here. You’ll be able to identify these matches with the sparkle icon and the “Auto match” label.
Auto match label on Review menu

​
Transaction details

You can also view auto matches on Transaction details screen. You’ll be able to identify these matches with the sparkle icon and the “Auto match” label.
Auto match label on Transaction details

​
Editing receipts

PEX will take a best guess at matching the receipt image to a transaction based on things like the vendor name, amount and time of the transaction. If you need to replace the receipt matched to a transaction, you can:
  • Replace a receipt:
    • Click Edit
    • Click on the Replace receipt icon
    • Replace the image
    • Click Save
  • Delete a receipt:
    • Click Edit
    • Click on the Trash bin icon
    • Click Delete in the confirmation message
    • Click Save
  • Delete a receipt (alternate method):
    • Click on the cross icon
    • Click Delete in the confirmation message
If a receipt is edited or deleted, the image will reappear in the Attachments tab.

​
Waiting for a match

Some transactions may appear in PEX later than when you send the receipt. Examples include:
  1. Amazon: Transactions may not immediately appear because Amazon processes payments only when items are ready to ship. This means there could be a gap between when the receipt is sent and when the transaction posts.
  2. Hotels: These merchants often authorize charges after checkout, leading to a delay between the stay and the final charge appearing on the account.
  3. Airlines/Travel Agencies: Travel-related transactions may be delayed due to ticketing, reservations, or itinerary changes.
As a result, you might see a “Waiting for a Match” message on the receipt thumbnail. PEX is waiting for your transaction to appear to auto-match it.
Waiting for a Match message
Hovering over the clock icon will show the next scheduled attempt for auto-matching. While PEX is waiting for a match:
  • You can manually match the receipt.
  • You cannot edit the receipt.
  • You can delete the receipt.

​
Detecting duplicates

PEX has built in detection to look for duplicate attachments. If one of the receipt images is a potential duplicate, it will be flagged with an (i) and a potential duplicate attachment warning.
Duplicate attachment warning

​
FAQ

PEX attempts to match a receipt to a transaction each time you or your cardholders:
  • Manually uploaded a receipt to the “Attachments” tab
  • Sent a receipt via SMS
  • Sent a receipt via email
Transactions that have already been approved or with an existing receipt will not be included in the match.
PEX uses AI and looks at data such as cardholder, merchant name, date and amount of the transaction.
PEX will look for both AUTH and Settled purchases as long as they are not yet approved or have an existing receipt.
Admins can remove or delete an auto match from a transaction, the receipt will reappear in the “Attachments” tab and can be attached to the correct transaction.
To ensure best matching results:
  • Ensure your receipt has a date and total amount paid visible.
  • Submit receipts only for purchases made using your PEX card.
Once PEX makes an auto match, the receipt is matched to the transaction and ready for review.
Receipts work best. Invoices and Purchase orders are not supported at this time.
Yes.
Last modified on May 8, 2026