Credit Card & Bank Statement Reconciliation FAQ | Roll Credits Help Center

Credit Card & Bank Statement Reconciliation FAQ

This is for reconciliation for external bank accounts & credit cards statements (not RollCredits P-Cards).

🔍 Reconciliation FAQ

📤 How do I upload credit card statements?

1. Go to Reconciliation > Matching

2. Click the Unmatched tab

3. Hit Upload Statements

4. Drag and drop your file, or click to upload 📎
   ✅ Accepted formats: .xlsx, .xls, .csv

Go to Reconciliation > Matching

Click the Unmatched tab

Hit Upload Statements

Drag and drop your file, or click to upload 📎
✅ Accepted formats: .xlsx, .xls, .csv

🔗 How do I reconcile credit card transactions with RollCredits?

Once your credit card statement is uploaded:

🤖 AI-Auto Matching will try to match your RollCredits transactions (like receipts & invoices) to your credit card statement transactions.

💡 Matched results will appear in the Matched tab.

If some transactions aren’t automatically matched:

1. Manually select a transaction from the Credit Card Statement Rows (left table)

2. Select the matching transaction from RollCredits Transactions (right table)

3. Use the 🔍 Quick Filter search to speed things up

4. Click Match Selection ✅ — the matched pair will move to the Matched tab!

Manually select a transaction from the Credit Card Statement Rows (left table)

Select the matching transaction from RollCredits Transactions (right table)

Use the 🔍 Quick Filter search to speed things up

Click Match Selection ✅ — the matched pair will move to the Matched tab!

🔄 How do I unmatch reconciled transactions?

1. Go to the Matched tab

2. Click Unmatch on the far left of the row you want to separate ❌

Go to the Matched tab

Click Unmatch on the far left of the row you want to separate ❌

🔎 How do I find matched transactions?

1. Navigate to Reconciliation > Matching

2. Click the Matched tab 🗂️

Navigate to Reconciliation > Matching

Click the Matched tab 🗂️

🤖 How does AI auto-reconciliation work?

After uploading your statement, our AI:

• Reviews your credit card or bank statement 🧾

• Matches it with your RollCredits receipts & invoices

• Displays successful matches in the Matched tab

Reviews your credit card or bank statement 🧾

Matches it with your RollCredits receipts & invoices

Displays successful matches in the Matched tab

✨ It's fast, smart, and always getting better.

🛠️ How do I manually reconcile a bank statement transaction?

Same process as credit card matching! 👇
If AI doesn’t find a match:

1. Choose the unmatched Bank Statement Row (left)

2. Select the matching RollCredits Transaction (right)

3. Use the Quick Filter 🔍

4. Click Match Selection ✅ to move it to Matched

Choose the unmatched Bank Statement Row (left)

Select the matching RollCredits Transaction (right)

Use the Quick Filter 🔍

Click Match Selection ✅ to move it to Matched

🧾 How do I set up Amex reconciliation auto-feed?

Just email us at help@rollcredits.io and we’ll walk you through it step-by-step! 📧