Are you struggling with missing receipts for your accounting? No worries, we've got you covered with a simple guide to help you track them down and prevent future hiccups.
Find missing receipts easily
Navigate to Accounting > Accounting export
Click on the "missing receipt" warning button displayed on the month-wise accounting card.
You'll land on a page showing all payments that are missing receipts. Plus, you'll see potential receipt matches that you can link manually.
Manual intervention when needed
Reach out to subscription owners
If some receipts are still playing missing, it’s time to contact the subscription owners. Ask them to upload the missing receipts.
If you have added the subscription owners for each subscription in Cardboard, then we will send them automatic weekly reminders for missing receipts.
Preventive measures
Billing emails are your best friend
To avoid future missing receipts, make sure all your subscriptions use Cardboard's billing emails.
Check the email tab
Already using billing emails? Great! Now, just pop into the email tab of the subscription. Sometimes, receipts might be there waiting to be manually matched with the right payment (although this should happen automatically).
And there you have it! Following these steps will help keep your receipt management smooth and stress-free.