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Merge Duplicate Credit Card Expense Lines in a Draft Report

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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.

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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.

 

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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