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, please see our Help Article on matching rules for imported expenses.

Imported expenses are highlighted 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 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 can only submit the imported expense.

To allow you to submit your expenses, you'll need to complete the applicable expense details and attach the correct receipt to the imported expense

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

2. Fill in the expense details as required.

3. Attach a receipt to the expense by tapping the add a receipt icon at the top of the screen.

Note: 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.

4. Tap Save to save the expense.

You can now delete any manually created expenses in the Draft section. To do this, touch and hold the expense and tap Delete from the options menu.

Note: You can also tap the expense you'd like to delete and select Delete at the bottom of the screen, or tap the vertical menu icon in the top right of the screen, then select the expense(s) you'd like to delete.

Follow the same process for any expenses 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 section, with the correct receipts attached to them.