How do I move an attachment to the correct card expense in OFX?

When you email a receipt to your unique capture address, our system automatically tries to match it with your card transactions. If a direct match isn't found, the system may create a new expense entry, which can result in a duplicate if the transaction in fact already exists. You can easily resolve this by moving the attachment from the duplicate entry to the correct card transaction.

To ensure a smooth process, please note the following:

You must have manage cards or manage expenses permissions enabled on your profile to move attachments.
The transaction you are moving the attachment to must be in Open or Draft status.

Next Steps

To move an attachment to the correct card expense, follow these steps:

Log into your OFX account.
Navigate to the Expenses section from the left sidebar.
Locate the duplicate expense created by the email capture (usually found in the Open tab).
Click on the expense to open the Expense Summary.
Select the option to Move the attachment
A searchable list of available transactions will appear. Search for and select the correct card transaction you wish to link the receipt to.
Optionally select whether the current expense record should be deleted when the receipt is moved. Note: this option is not available for card transactions.
Confirmation: Once selected, the attachment will be transferred to the correct transaction.

Why is this important

Correctly matching receipts to transactions is vital for accurate financial reporting and tax compliance. However, due to differences between data such as the merchant name coming from the merchant terminal and what is on the recipes a match may not be confidently found. By moving attachments to the system-generated card expenses rather than leaving duplicates, you ensure that your accounting data remains clean and ready for seamless syncing with tools like Xero or QuickBooks.