When your company Finance team import your company card statement, ExpenseIn will look to see if it can match the imported expenses to any receipts from your unattached receipts, or any draft company card expenses already created.

For more information on the matching process, see our Help Article on Matching Rules for Imported Expenses.

Imported expenses are highlighted in the Draft expenses section with a blue card icon.

Your company may have a policy rule in place that stops you from submitting any company card expenses that have not been imported.

This means, if you've manually created a card expense that has not matched to the imported transaction from the statement, you'll have two draft expenses for the same transaction, but you'll only be able to submit the imported expense.

You may be able to able to use the merge feature to merge Incomplete imported company card expenses with manually created company card expenses.

If you're unable to merge an expense, you'll need to complete the applicable expense details and attach the correct receipt to the imported expense before you can submit it.

1. Click the Edit icon next to the imported company card expense you want to edit.

Note: You can also click the three dots icon and select Edit from the drop-down options.

2. Fill in the expense details as required.

3. Attach a receipt to the expense.

4. Click the receipt to add it to the expense.

5. Click Update to save the expense.

You can now delete any manually created expenses in the Draft section. To do this, click the three dots next to the expense and select Delete from the drop-down options.

Follow the same process for any expenses where the system has not matched the imported expense to the expense you manually created.

Only imported expenses with the blue card icon should remain in your draft section with the correct receipts attached to them.