The Merge option will only be available for 'Incomplete' imported company card expenses. If an expense still has required details missing, a yellow 'Incomplete' label will display against the expense.
When the imported company card expense has been edited and all required fields have been completed, the 'Incomplete' label will disappear and the 'Merge' function will no longer be available from the drop-down.
When the Merge option is unavailable for imported company card expenses, receipts and any other relevant information attached to a manually created expense should be manually uploaded/attached to the imported company card expense. You can then delete the duplicate (manually entered) expense.
Requirements to allow an expense to be merged
There are a few requirements that allow for an expense to be merged:
The imported company card expense must be 'Incomplete'.
The purchase method must be the same for both the manually created and imported expense.
The currency type must match for manually created and imported expenses.
If your expense does not meet the above criteria, you'll need to manually update your expenses.
Expense details not included when merging
To retain the accuracy of your company card statement, certain details are retained from the imported/data feed generated expense when merging:
Expense Date
Purchase Amount