> ## 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 (Cardholder guide)
> Receipt Matching allows you to automatically match receipts with a transaction, streamlining the reconciliation process within your PEX account.
Receipt Matching allows you to automatically match receipts with a transaction, streamlining the reconciliation process within your PEX account.
## Uploading receipts (web)
From a Web Browser:
Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/)
Click **Attachments** from the left navigation.
Click **Upload**.
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
All receipts will appear in your "Attachments" menu and will be ready to match to a transaction.
## Uploading receipts (mobile)
From a Mobile:
Log in to the PEX Mobile App.
Click on the **Attachments** icon at the bottom of the screen.
Click on the camera icon at the top.
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.
## 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.
## 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.
## 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.
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.
## 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](/cardholder-guide/text-to-pex-cardholder-guide)
* Sent a receipt via [email](/cardholder-guide/email-to-pex-cardholder-guide)
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.