Paperwork Match allows you to match your existing payments in your accounting software that do not have an attached image. Once you select the Paperwork Match button, we will attach the document image to your existing accounting software record.
Note: this feature is only available on Business Plus, Premium, Streamline & Optimize products. Find out more about the different Receipt Bank products here.
Paperwork Match works with Xero, Sage Accounting, and QuickBooks Online.
Matching items are determined based on:
- Matching supplier names
- Matching total amount
- Matching invoice or receipt date
When working in a Client Inbox, the 'Match' column will confirm if any document images have been matched with a green circular icon:
A Client Inbox showing green Paperwork Match icons in the Match column
- Click the green ‘Paperwork Match’ icon.
- The document image will be automatically attached to the corresponding payment in your accounting software. We will not publish any data from Receipt Bank, just the document image to the existing record in your accounting software.
Example of how a document image is auto-matched and sent to a record in Sage Accounting with Paperwork Match.