From 4c36d7678f10cd63fc258bf7d2bb9f592e4fdf75 Mon Sep 17 00:00:00 2001 From: Ren Jones <153645623+ren-jones@users.noreply.github.com> Date: Mon, 18 Mar 2024 17:04:43 -0500 Subject: [PATCH] Update and rename Merge-Expenses.md to Merge-expenses.md Rewrite for article --- .../expenses/expenses/Merge-Expenses.md | 65 ------------------- .../expenses/expenses/Merge-expenses.md | 57 ++++++++++++++++ 2 files changed, 57 insertions(+), 65 deletions(-) delete mode 100644 docs/articles/expensify-classic/expenses/expenses/Merge-Expenses.md create mode 100644 docs/articles/expensify-classic/expenses/expenses/Merge-expenses.md diff --git a/docs/articles/expensify-classic/expenses/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/expenses/expenses/Merge-Expenses.md deleted file mode 100644 index a26146536e42..000000000000 --- a/docs/articles/expensify-classic/expenses/expenses/Merge-Expenses.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Merge Expenses -description: This article shows you all the ways that you can merge your expenses in Expensify! ---- - - -# About -The merge expense function helps combine two separate expenses into one. This is useful when the same expense has been accidentally entered more than once, or if you have a connected credit card and an imported expense didn’t automatically merge with a manual entry. - -# How-to merge expenses -It’s important to note that merging expenses doesn't add the two values together. Instead, merging them combines both expenses to create a single, consolidated expense. - -Keep in mind: -1. Merging expenses cannot be undone. -2. You can only merge two expenses at a time. -3. You can merge a cash expense with a credit card expense, or two cash expenses - but not two credit card expenses. -4. In order to merge, both expenses will need to be in a Personal or Draft status. - -# How to merge expenses on the web app -To merge two expenses from the Expenses page: -1. Sign into your Expensify account. -2. Navigate to the Expenses page on the left-hand navigation. -3. Click the checkboxes next to the two expenses you wish to merge. -4. Click **Merge**. -5. You'll be able to choose which aspect of each of the two expenses you would like to be used on the resulting expense, such as the receipt image, card, merchant, category, and more. - -To merge two expenses from the Reports page: -1. Sign into your Expensify account. -2. Navigate to the Reports page on the left-hand navigation. -3. Click the Report that contains the expenses that you wish to merge. -4. Click on the **Details** tab, then the Pencil icon. -5. Select the two expenses that you wish to merge. -6. You'll be able to choose which aspect of each of the two expenses you would like to be used on the resulting expense, such as the receipt image, card, merchant, category, and more. - -# How to merge expenses on the Expensify mobile app -On the mobile app, merging is prompted when you see the message _"Potential duplicate expense detected"_. Simply tap **Resolve Now** to take a closer look, then hit **Merge Expense**, and you're done! - -If the expenses exist on two different reports, you will be asked which report you'd like the newly created single expense to be reported onto. - -{% include faq-begin.md %} - -## Can you merge expenses across different reports? - -You cannot merge expenses across different reports. Expenses will only merge if they are on the same report. If you have expenses across different reports that you wish to merge, you’ll need to move both expenses onto the same report (and ensure they are in the Draft status) in order to merge them. - -## Can you merge expenses across different accounts? - -You cannot merge expenses across two separate accounts. You will need to choose one submitter and transfer the expense information to that user's account in order to merge the expense. - -## Can you merge expenses with different currencies? - -Yes, you can merge expenses with different currencies. The conversion amount will be based on the daily exchange rate for the date of the transaction, as long as the converted rates are within +/- 5%. If the currencies are the same, then the amounts must be an exact match to merge. - -## Can Expensify automatically merge a cash expense with a credit card expense? - -Yes, Expensify can merge a cash expense with a credit card expense. A receipt will need to be SmartScanned via the app or forwarded to [receipts@expensify.com](mailto:receipts@expensify.com) in order to merge with a card expense. Note that the SmartScan must be fully completed and not stopped or edited, otherwise the two won’t merge. - -## It doesn’t look like my cash and card expenses merged properly. What are some troubleshooting tips? -First, check the expense types - you can only merge a SmartScanned receipt (which will initially show with a cash icon) with a card transaction imported from a bank or via CSV. - -If the card expense in your Expensify account is older than the receipt you're trying to merge it with, they won't merge, and if the receipt is dated more than 7 days prior to the card expense, then they also will not merge. - -If you have any expenses that are more than 90 days old from the date they were incurred (not the date they were imported to Expensify), Expensify will not automatically merge them. This safeguard helps prevent the merging of very old expenses that might not align with recent transactions or receipts. - -Lastly, transactions imported with the Expensify API (via the Expense Importer) will not automatically merge with SmartScanned transactions. diff --git a/docs/articles/expensify-classic/expenses/expenses/Merge-expenses.md b/docs/articles/expensify-classic/expenses/expenses/Merge-expenses.md new file mode 100644 index 000000000000..8b1f573a64b4 --- /dev/null +++ b/docs/articles/expensify-classic/expenses/expenses/Merge-expenses.md @@ -0,0 +1,57 @@ +--- +title: Merge expenses +description: Combine two expenses into one +--- + +Combine two separate expenses by merging them into one single, consolidated expense. + +{% include info.html %} +Merging expenses cannot be undone, and you cannot merge two credit card expenses. +{% include end-info.html %} + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} +To merge expenses from the Expenses tab, + +1. Click the **Expenses** tab. +2. Select the checkbox next to the two expenses you wish to merge. +3. Click **Merge**. +4. Choose which details to use from each of the expenses, such as the receipt image, card, merchant, category, etc. + +To merge expenses from the Reports tab, + +1. Click the **Reports** tab. +2. Click the Report that contains the expenses that you wish to merge. +3. Click the **Details** tab, then the Edit icon. +4. Select the two expenses that you wish to merge. +5. You’ll be able to choose which details to use from each of the two expenses, such as the receipt image, card, merchant, category, etc. +{% include end-option.html %} + +{% include option.html value="mobile" %} +On the mobile app, you’ll be notified of duplicate expenses and can click **Resolve Now** to review them. To merge the two expenses into one expense, tap **Merge Expense**. + +If the expenses exist on two different reports, you will be asked which report you’d like the newly created single expense to be reported onto. +{% include end-option.html %} + +{% include end-selector.html %} + +# FAQs + +**Why can’t I merge expenses that are on my submitted report?** +You cannot merge expenses that are on reports that have already been submitted. + +**Can I merge expenses that are under different accounts?** +No, you cannot merge expenses across two separate accounts. + +**Can you merge expenses with different currencies?** +Yes, you can merge expenses with different currencies. The conversion amount will be based on the daily exchange rate for the date of the transaction, as long as the converted rates are within +/- 5%. If the currencies are the same, then the amounts must be an exact match to merge. + +**Can Expensify automatically merge a cash expense with a credit card expense?** +Yes, Expensify merges a cash expense with a credit card expense if the receipt is SmartScanned or forwarded to receipts@expensify.com. However, these expenses will not merge if: +- The card expense added to your Expensify account is older than the receipt you’re trying to merge it with +- The receipt is dated older than 7 days of the card expense date +- Either expense date (the date the Expense was incurred, not the date it was added into Expensify) is older than 90 days +- The transaction was imported with the Expensify API + +However, if a receipt does not automatically merge with the card entry, you can complete this process manually.