• 14/10/2026
  • 2 minutter at læse

Configuring a matching tolerance

If an expense is logged after banking hours, the bank posting date will automatically set to the next day (when the transaction is processed). For example, an Expense user may have a business dinner in the evening of 04-05-2025 for which they submit their receipt. As the expense has been submitted outside of the bank's working hours, the bank will not process the transaction until the next day, and will instead have the date 05-05-2025.

However, to avoid confusion and automatically match between the expense and the transaction, you can set up a matching tolerance in Expense Management.

To set up a matching tolerance:

  1. Search () for and select Payment Types (Continia Expense Management).
  2. Select a payment type from the Code column (for example, Card).
  3. In Payment Type > Card Transactions > Match to Expense field, choose from the dropdown menu.
  4. In the Amount (%) field specify the percentage of difference allowed. This allows a matching tolerance if a perfect match isn't available (for example, due to rounding). Set the maximum matching tolerance (for example, 4).
  5. In the Date (Days) field specify an allowed variance in days. This allows a tolerance if no perfect match is available (for example, when a transaction is submitted after banking hours). Set the maximum matching tolerance in days (for example, 4).

For more information about automatic and manual matching, see: Expense Management bank account reconciliation