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How can I review and approve a transaction receipt?

Learn how to compare a transaction against its receipt, understand match and mismatch tags, and approve or reject from the redesigned receipt review page.

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Written by Youssra Ouifak

The receipt review page shows you a transaction and its receipt side by side, so you can check them against each other and approve or reject in a few clicks.

From the Web Application

  • Go to Transactions in the left menu.

  • Select the transaction you want to review.

  • On the right, you will see the receipt attached to this transaction. Compare it against the transaction details on the left.

  • Check the tag in the top right corner of the receipt panel. Green means the receipt matches the transaction. Orange means it does not, and the reason is shown right on the tag.

  • Check the Uploaded By field under Details to see who submitted the receipt.

  • Check the new Source field to see how the receipt arrived: WhatsApp, email, mobile app, receipt inbox, or manual upload.

  • Open the Approval Chain tab to see every approver this transaction goes through.

  • Open the Activity and Comments tab to see the full history, or leave a comment for another approver.

  • Use the arrows at the bottom left of the page to move to the next or previous transaction without leaving the page.

  • When you are ready, use Approve or Reject at the bottom of the page. These buttons stay visible as you scroll, so you never lose them.

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