Finance & admin · Ready to configure
Match receipts to expenses and prepare the monthly report
Collect receipts, match them to charges, flag missing evidence, and prepare an expense report without guessing.
- Companion
- Expense Manager
- Setup time
- 20–30 minutes
- Cadence
- Weekly or month end
- Last reviewed
Setup
How to configure this playbook
- 01
Connect evidence
Select the receipt mailbox, drive folder, and expense system.
- 02
Load the policy
Add allowed categories, thresholds, currencies, and required fields.
- 03
Review exceptions
Resolve unmatched charges and uncertain tax or business-purpose fields.
- 04
Export the packet
Generate a report only after the exception list is cleared or acknowledged.
Starter instruction
Give Expense Manager a clear first brief.
Match receipts in the approved mailbox and drive folder to the selected transactions. Use amount, merchant, currency, and date as evidence. Prepare the expense report, and place unmatched charges, duplicate receipts, policy exceptions, and uncertain categories in a review list. Never guess missing details.Adjust names, sources, and approval limits before the first run.
Make it yours