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Documentation Index

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Receipt Matching allows you to automatically match receipts with a transaction, streamlining the reconciliation process within your PEX account.

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Uploading receipts (web)

From a Web Browser:
1
Log in to http://dashboard.pexcard.com/
2
Click Attachments from the left navigation.
Attachments in left navigation
3
Click Upload.
4
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 upload area
All receipts will appear in your “Attachments” menu and will be ready to match to a transaction.

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Uploading receipts (mobile)

From a Mobile:
1
Log in to the PEX Mobile App.
2
Click on the Attachments icon at the bottom of the screen.
3
Click on the camera icon at the top.
Mobile attachments camera icon
4
Select Camera, Browse phone gallery or Browse PEX folder option.
  • Upload your receipt.
  • Max 10 MB per file
  • Max 50 MB in total (5 files x 10 MB)
  • Accepted formats: PDF, PNG, or JPG
The receipt will appear in your “Attachments” menu and will be ready to match to a transaction.

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Reviewing matches

You can 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

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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 menu.

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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.

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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

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FAQ

PEX attempts to match a receipt to a transaction each time you:
  • 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.
If you remove an auto match from a transaction, the receipt will reappear in the “Attachments” menu 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 a match, the receipt is attached to the transaction.
Yes.
Last modified on May 8, 2026