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

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

Imported expenses are highlighted in the Draft area by an adjacent credit card icon.

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

This means, if you have manually created a card expense that has not matched to the imported transaction from the statement, you will have two draft expenses for the same thing, but can only submit the imported expense.

To allow you to submit your expenses, you will need to attach the correct receipt to the imported expense. You will also need to complete the expense by adding any additional information like a category or description.

1. Tap on the imported company card expense (with the card icon next to it).

2. Fill in the expense, ensuring the correct category is selected. 

3. Tap the Choose a Receipt icon at the top of the screen.

4. Tap Existing to select a receipt already uploaded to your ExpenseIn account. If your receipt is attached to an expense you already created, tap the Attached tab.

5. Tap the receipt to add it to the expense. 

6. Tap Save to save the expense to your Drafts. 

You can now delete any manually created expenses in the Draft area. To do this, tap the expense to open it, then tap the Delete button in the bottom left of the screen. 

Follow the same process for any expenses where the system has not matched the imported expense to the expense you manually created. Only the imported expenses with the card symbol should remain in your draft area, with the correct receipts attached to them.