Merge Duplicate Credit Card Expense Lines in a Draft Report

Emburse Professional offers the option to Merge duplicate expense lines in a Draft expense report that have not already been 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. 

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

   

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

   

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.

   

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

   

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