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What is an Unattached Receipt

Administrators and cardholders are able to attach a receipt to a pending transaction. Ordinarily, a pending transaction will be matched with the merchant settlement and the receipt (and any transaction notes) will be saved with the settlement. However, there are cases where a receipt may be unmatched:

1. If  the merchant did not settle the transaction within 5 days of the purchase

  • If the transaction is cancelled and you are not expecting a settlement from the merchant, the attached receipt can be deleted.
  • You can contact the merchant and let them know that they did not settle the charge.

2. If the merchant reversed the pending transaction and reprocessed it

  • You can download the receipt from this screen, save it to your computer and attach it to the new transaction in the cardholder’s transaction history.  
  • Type the transaction notes that were included with the receipt in the “Add a new note” field.
  • This scenario is common with hotels.

3. If the merchant settlement details do not match the pending transaction

  • You can download the receipt from this screen, save it to your computer and attach it to the correct transaction in the cardholder’s transaction history.
  • Type the transaction notes that were included with the receipt in the “Add a new note” field.
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    Jesse Bachrach
    Edited by Jesse Bachrach