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J.P. Morgan Next uses auto validation to automatically match receipts to the transactions where they have been attached. Auto validation utilizes optical character recognition (OCR), which converts images to readable text that can be scanned for information.
Using OCR, Next verifies the accuracy of transactions by comparing them to the information on the receipt, such as the amount, date, and name of the person who made the purchase. If the information in the receipt file matches the information in the transaction, the receipt is considered validated.
Notes:
Next cannot validate receipts for multiple transactions made within three days of each other that contain the same total and are made by the same spender.
If the date is missing from the receipt, Next only verifies the receipt for incomplete transactions based on the amount and the name of the spender.
When a receipt has been validated, it displays the Auto Matched icon in the Receipt column of the Transactions page. To view the receipt, click the icon.
You can also view a Receipt validated label from the Transaction Details sidebar in the Next mobile app or from a web browser.
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