When you try to match a receipt to a bank or credit card transaction by hand, the receipt you expect may be missing from the Suggested matches list. The most common reason is that the receipt is already linked to a different transaction, usually because SparkReceipt matched it there during the automatic pass. Suggested matches only list receipts that are still free.
How to fix it
- In the Match transaction panel, go to Search all documents and search for the receipt by text, date range or amount.
- A receipt that settles another transaction is marked Linked. Select it, and SparkReceipt shows Already linked elsewhere with the transaction it's linked to.
- Choose Move here to move the receipt to this transaction, or Add here if the receipt really covers both transactions (for example an invoice paid in two instalments).
If the receipt doesn't show up in the search at all, check that it is in SparkReceipt and not in the trash, and that it is the right type: money-out transactions match expenses and money-in transactions match income. For a money-in transaction that is really a refund, turn on Show refunds instead. To match a statement document itself, turn on Include statements in results.
For the full matching flow, see Matching transactions to receipts in the Transaction Manager.
