Can I match transactions with expenses that have been created already?

Yes, you can match a card transaction with an already created expense. All the unexpensed card feeds can be matched with the existing expenses in Zoho Expense. Here’s how:

• Click My View on the left sidebar.
• Click Cards on the left sidebar.
• Select the corporate or personal card for which you want to match transactions.
• Go to the UNMATCHED tab and select the card transaction for which you want to match expenses.
• The best and possible matches for the transaction will be listed based on the date and the amount of the card transaction.
• Select the expenses.
• If you want to change the criteria for filtering the possible matches, click Change Criteria and provide the criteria. The possible matches will be listed based on the new criteria.
• Click Match.