From 1f2297c37b4a34325dd5a047ee2e54cb274957e6 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 17:40:45 +1000 Subject: [PATCH 1/8] Ctreate Merge-Expenses.md for Help Site --- .../get-paid-back/expenses/Merge-Expenses.md | 59 ++++++++++++++++++- 1 file changed, 56 insertions(+), 3 deletions(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index e7705a32f215..313d22fbbdbc 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -1,5 +1,58 @@ --- -title: Merge Expenses -description: Merge Expenses +title: Merge-Expenses.md +description: This article shows you all the ways that you can merge your expenses in Expensify! --- -## Resource Coming Soon! + + +# 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: +Merging expenses cannot be undone. +You can only merge two expenses at a time. +You can merge a cash expense with a credit card expense, or two cash expenses - but not two credit card expenses. +In order to merge, both expenses will need to be in an Open or Unreported state. +# How to merge expenses on the web app +To merge two expenses from the Expenses page: +Sign into your Expensify account. +Navigate to the Expenses page on the left-hand navigation. +Click the checkboxes next to the two expenses you wish to merge. +Click **Merge**. +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: +Sign into your Expensify account. +Navigate to the Reports page on the left-hand navigation. +Click the Report that contains the expenses that you wish to merge. +Click on the **Details** tab, then the Pencil icon. +Select the two expenses that you wish to merge. +You'll be able to choose which aspect of each of the two expenses you would like to use 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. + +# FAQ + +## Can you merge expenses across different reports? + +You can not 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 Open 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 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. From e98462d119ca6b8834ce86693359cba2fbb336fd Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Tue, 26 Sep 2023 18:07:30 +1000 Subject: [PATCH 2/8] Update Merge-Expenses.md --- .../get-paid-back/expenses/Merge-Expenses.md | 34 +++++++++++-------- 1 file changed, 19 insertions(+), 15 deletions(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 313d22fbbdbc..2b2d66adc60e 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -11,26 +11,28 @@ The merge expense function helps combine two separate expenses into one. This is 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: -Merging expenses cannot be undone. -You can only merge two expenses at a time. -You can merge a cash expense with a credit card expense, or two cash expenses - but not two credit card expenses. -In order to merge, both expenses will need to be in an Open or Unreported state. +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 an Open or Unreported state. # How to merge expenses on the web app To merge two expenses from the Expenses page: -Sign into your Expensify account. -Navigate to the Expenses page on the left-hand navigation. -Click the checkboxes next to the two expenses you wish to merge. -Click **Merge**. -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. +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: -Sign into your Expensify account. -Navigate to the Reports page on the left-hand navigation. -Click the Report that contains the expenses that you wish to merge. -Click on the **Details** tab, then the Pencil icon. -Select the two expenses that you wish to merge. -You'll be able to choose which aspect of each of the two expenses you would like to use on the resulting expense, such as the receipt image, card, merchant, category, and more. +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. # FAQ @@ -52,7 +54,9 @@ Yes, Expensify can merge a cash expense with a credit card expense. A receipt wi ## 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. From 0067119b7252aaf08f510db28316c53e1a46a3d1 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Wed, 27 Sep 2023 14:20:17 +1000 Subject: [PATCH 3/8] Update docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../expensify-classic/get-paid-back/expenses/Merge-Expenses.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 2b2d66adc60e..7ce7353374d1 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -31,7 +31,7 @@ To merge two expenses from the Reports page: 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! +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. From 3910994723d6525bab833c930eefcf5a07afce84 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Wed, 27 Sep 2023 14:20:31 +1000 Subject: [PATCH 4/8] Update docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../expensify-classic/get-paid-back/expenses/Merge-Expenses.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 7ce7353374d1..40327b490ea7 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -30,6 +30,7 @@ To merge two expenses from the Reports page: 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! From 503b09bc63d98db04b82afd365e65aa394f7632e Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Wed, 27 Sep 2023 14:21:06 +1000 Subject: [PATCH 5/8] Update docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../expensify-classic/get-paid-back/expenses/Merge-Expenses.md | 1 + 1 file changed, 1 insertion(+) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 40327b490ea7..5c87c0a04e46 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -15,6 +15,7 @@ Keep in mind: 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 an Open or Unreported state. + # How to merge expenses on the web app To merge two expenses from the Expenses page: 1. Sign into your Expensify account. From cd7b0a54a4b9898818cfe9ff34334b373b9b952a Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Wed, 27 Sep 2023 14:21:19 +1000 Subject: [PATCH 6/8] Update docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../expensify-classic/get-paid-back/expenses/Merge-Expenses.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 5c87c0a04e46..6718129bb0d1 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -52,7 +52,7 @@ Yes, you can merge expenses with different currencies. The conversion amount wil ## 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 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. +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. From 56ed6414358141110088313a362ea8bb2e99b9a6 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Wed, 27 Sep 2023 16:56:15 +1000 Subject: [PATCH 7/8] Update Merge-Expenses.md --- .../get-paid-back/expenses/Merge-Expenses.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 6718129bb0d1..26de88990142 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -1,5 +1,5 @@ --- -title: Merge-Expenses.md +title: Merge-Expenses description: This article shows you all the ways that you can merge your expenses in Expensify! --- @@ -41,7 +41,7 @@ If the expenses exist on two different reports, you will be asked which report y ## Can you merge expenses across different reports? -You can not 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 Open status) in order to merge them. +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 Open status) in order to merge them. ## Can you merge expenses across different accounts? From bc89ae542de54807f3e8e714ed9c1760cb8b4ef9 Mon Sep 17 00:00:00 2001 From: Jason Li <30815269+jliexpensify@users.noreply.github.com> Date: Thu, 28 Sep 2023 12:40:31 +1000 Subject: [PATCH 8/8] Update docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../expensify-classic/get-paid-back/expenses/Merge-Expenses.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md index 26de88990142..bfbc0773768c 100644 --- a/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md +++ b/docs/articles/expensify-classic/get-paid-back/expenses/Merge-Expenses.md @@ -1,5 +1,5 @@ --- -title: Merge-Expenses +title: Merge Expenses description: This article shows you all the ways that you can merge your expenses in Expensify! ---