When your company card statement is imported into ExpenseIn, the system will look to see if it can match any receipts from your unattached receipts, or any draft company card expenses that you've manually created.
Note: For more information on the matching process, see our matching rules for imported expenses Help Article.
Imported expenses are shown in your Draft expenses section with a blue card icon against them.
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 company card expense that has not automatically matched to the imported expense from the statement, you'll have two draft expenses for the same transaction, but you can only submit the imported expense.
For this reason, you'll need to merge any imported company card expenses with any manually created company card expenses.
How to merge company card expenses
Before you begin, review the below notes.
Note:
The imported company card expense must display a yellow Incomplete label for the merge function to be available.
The purchase method and currency type must match on both the manually created draft expense and the imported draft expense for the system to allow the merge process to occur.
The following information is never copied when using the merge tool:
Expense Date
Purchase Amount
To merge unmatched company card expenses, follow the steps below:
1. Go to My Expenses > Draft (under the Expenses heading).
2. Locate the imported expense you'd like to merge, then click the three dots icon next to the expense and select Merge from the drop-down.
3. A list of eligible expenses will be displayed; click on the relevant expense you'd like to merge with the incomplete company card expense.
Note: The chosen manually created expense will automatically be deleted once merged.
4. Click Merge.
5. Click Continue in the confirmation window to delete and merge the selected expenses.
The expense selected to merge will now be deleted and the expense information has been copied onto the imported company card expense; the imported company card expense will no longer display an 'Incomplete' label.
Note: After merging any applicable expenses, if you still have incomplete draft company card expenses, you'll need to manually update them.