Merge Duplicate Credit Card Expense Lines in a Draft Report

Follow

Certify offers the option to Merge duplicate expense lines in a Draft expense report that have not already linked together. This article will show you how to Merge an expense in a Draft when one expense line is for the receipt, and the other expense line is the actual credit card transaction. 

Step 1: On your account homepage, under My Expense Reports, click Drafts

Step 2: Select the expense report you would like to open by clicking the expense report Name.

Step 3: Any expense lines with the same Expense Date and Expense Amount will be flagged as a potential duplicate expense. Open the Details column for more information.

merge_exp_1.png

Step 4: Click Merge Expense to combine both expenses in a single expense line. You can click the Merge Expense button from either expense line.

merge_exp_2.png

Once complete, one line will remain, combining the receipt and expense data for a single expense.

 

Was this article helpful?
2 out of 7 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Janice

    When I have two duplicate transactions in an expense report and they are flagged as duplicates, "Merge Expenses" is not an option for me.

  • Avatar
    Kamara McGlorn

    Hello Janice,

    The 'Merge Expenses' will only become an option, when the date and amount of a receipt and credit card imported expense are the same. You will see the option to 'Merge Expenses' in the details column, under the potential duplicate notification.

    -Certify Support

  • Avatar
    Ray Armstrong

    I have four expenses that I can't merge. Each expense has a line with receipt but wrong dollar amount and one the same but no receipt. I tried to delete the one with the wrong amount that has the receipt but it won't let me. What do I do?

  • Avatar
    Steve Revesz

    Hello,

    I will follow up with you via email for more information.

    -Certify Support

  • Avatar
    Craig Nadel

    can you merge if only in wallet stage? so user has receipts in his wallet (not yet added) and then the charge is also on wallet page as its been imported in

  • Avatar
    Jillian McLeod-Tardiff

    Hello Craig,

    You can link receipts and expenses on a Draft using the instructions in this article. You can also merge items in the Wallet if they share a date and dollar amount.

    I will follow up via email to provide more information.

    Certify Support

  • Avatar
    Ted Mcconville

    I don't have the option in the details column to open it. My details column has a green check mark that says meets policy. I've merged expenses with receipts before so I don't know why I cannot do this now.

  • Avatar
    Jillian McLeod-Tardiff

    Hi Ted,
    To see the Merge Expenses option, you can either click the Expand Details button (three small lines in top-right corner) or click the blue arrow in the Details column.
    I'll follow up via email to provide more information.
    Certify Support