To make receipt management faster and easier, we’ll automatically match receipts to the right transaction when you upload them on the Transactions page or forward them to receipts@mercury.com.
Setting receipt policies
To control when employees are required to upload receipts for transactions, configure your receipt policy from the Policies tab under your account Settings.
Learn more about managing card spend policies ↗.
Uploading receipts for auto-matching
You can upload receipts for automatic matching in a few ways:
- From the Transactions page
- From your email inbox
- From the mobile app
- From your phone via text
For reimbursements, follow the steps outlined here.
From the Transactions page
You can upload one or multiple receipts for auto-matching from the Transactions page by clicking Match Receipts. You can upload PDF, PNG, or JPEG files.
Uploading via email
After you make a transaction that requires a receipt, you’ll receive an email reminder to upload one. You can reply directly to that email with the receipt and it will be added to the transaction.
Set up email forwarding
Automatically or manually send receipt emails to Mercury so they can be matched to your transactions. You can forward receipt emails or send them as attachments to receipts@mercury.com from:
- The email address associated with your Mercury account
- Any email address added to your Mercury profile
Here’s how to add an email address for forwarding:
- Head to Settings > My Profile
- Scroll down to "Email receipt matching" and click Add
- Enter your preferred email address and click Add Email
- An email will be sent to that address prompting you to verify the email
Tip: Set up forwarding rules in your email account to automatically forward receipts from your card transactions to Mercury. Learn more here.
Connect your Gmail account
Connect Gmail to have receipt emails detected and matched to transactions automatically — no forwarding required. Learn more about Integrating with Gmail.
Through receipt texting
If your organization has SMS receipt collection enabled, you can receive text reminders for missing receipts and simply reply with a photo to automatically attach it to the correct transaction. You can also text receipt photos at any time. Learn more.
Matching receipts to all transactions
You can auto-match uploaded or emailed receipts to any transaction you have access to, not just your own. This is useful for managers, bookkeepers/accountants, and admins who collect receipts on behalf of their team. Here's how:
- On upload: Toggle Match receipts for all transactions from the "Match Receipts" upload modal on the Transactions page
- Default setting: Go to Settings > My Profile to enable this as your default for both uploads and receipts emailed to receipts@mercury.com
Note: This setting only applies to transactions you can already view. It doesn’t grant new permissions or access.
Resolving matching errors
After we process and match receipts to their transactions, we’ll email you if any issues arise with a link to the Transactions page so you can reattempt your upload or upload receipts manually.
To reduce matching errors, follow these guidelines:
- Send the receipt from a verified email. We only support automatic receipt matching when receipts are submitted from email addresses you've approved for forwarding. You can confirm, verify, and edit these email addresses from Settings > My Profile under "Emails for receipt or expense forwarding".
- Ensure the person submitting receipts is the person who made the transaction. In order to match the receipt, the user that made the purchase needs to be the one that submits the receipt.
- Use a Mercury card. We cannot match receipts to transactions made with a non-Mercury card.
- Ensure the receipt is for a transaction within the last year. For any purchases made more than 1 year ago, please manually upload the receipt.
-
Stick to one charge transaction per receipt. If you have multiple transactions on one receipt, it may cause a matching error. This also applies to:
- Transactions charged at different dates (e.g. a single order that's shipped and charged at different times)
- Recurring payments or subscriptions
- Invoices can be matched only if the charge has already been paid. Ensure the invoice shows the final settled amount, including any taxes, fees, or additional charges.
- Avoid submitting split charges or charges across multiple cards. If you had a transaction that was charged across multiple dates or multiple cards, you may encounter a matching error.
- Forward the original email directly to receipts@mercury.com to avoid attachment issues. Long email chains or multiple forwards can distort attachments, making them unreadable. Keep the email chain short and direct for the best results.
Receipt image guidelines:
- Avoid tilted or angled photos. Ensure paper receipts lie flat on a table and photos are taken straight on to avoid any visual distortion that makes optical character recognition challenging.
- Show all corners of receipts in photos. Avoid cropping the edges of the receipts and ensure photos show all four corners.
- Ensure screenshots include dates and all relevant information.