Introduction

This article explains how to enable it and where to find the options. Users in a Policy can turn on this feature.

Overview

SmartMatch helps you match expenses. Navigate to the area where this is configured. Find the setting under your Policy settings.

Setup

1. Go to the section for Workspace settings.
2. Open the More menu next to the expense.
3. Click Save to apply your changes.
4. At the end of the flow, click “Save” to finish.
5. For more info, click here.

Options

You can configure various options here. Go to Settings and select Chat to get started. On mobile, tap the three dots to open the menu.

Where to find it

If you can’t see it, go to the section and look for the options button. Learn more at https://help.expensify.com/articles/new-expensify/workspaces/Workspaces.md.

FAQ

How do I enable SmartMatch?

Turn on the toggle in your Policy. Click Continue when you’re done with each step.

Why can’t I see it?

You might not be a Workspace Admin. Read more for details.