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 manually created.
Note: For more information on the matching process, see our matching rules for imported expenses Help Article.
Imported expenses are indicated in the Draft section by a blue credit card icon next to them.
Your company may have a policy rule in place that stops you from submitting company card expenses that have not been imported.
This means, if you've manually created a company 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 can only submit the imported expense.
To allow you to submit your expenses, 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 the Draft section in your Expenses area.
2. Touch & hold the incomplete company card expense and tap Merge from the options menu.
3. A list of eligible expenses will be displayed. Locate the expense you created manually, you can use the Search tool to help locate the expense if required.
4. Tap the expense you'd like to merge with the incomplete company card expense.
Note: The chosen manually created expense will automatically be deleted once merged.
5. Once you've selected the correct expense, tap OK to confirm and merge the expenses.
The expense selected to merge has now been deleted and the expense information is copied over to the company card expense. The remaining expense no longer displays as incomplete.
Note: After merging any applicable expenses, if you still have incomplete draft company card expenses, you will need to manually update them.