Sometimes, you may end up with two expenses for the same purchase - for example, uploading the same receipt twice or creating an expense when a card transaction already exists. Fyle helps you manage this in two ways:
You can manually merge two expenses.
Fyle automatically flags potential duplicates on your dashboard so you can review and merge them.
Merge two expenses from My Expenses
Go to My Expenses in the Fyle web or mobile app.
Select two expenses using the checkboxes.
If they are eligible for merging, a Merge button will appear at the top right.
Click Merge.
Choose which expense should be kept:
If one expense has a card transaction linked or is already submitted/approved, that one will be kept automatically.
If both are incomplete, you can choose which one to keep.
If the expenses have different details (for example, different categories or projects), you’ll see both options. Use the dropdowns to choose which values to keep.
If both have receipts, you’ll need to choose which one to keep.
Click Save.
The merged expense will now appear in your list. The duplicate expense is deleted.
Review potential duplicates from the Dashboard
Fyle automatically scans your expenses and flags ones that look like duplicates.
Go to the Dashboard in the Fyle web or mobile app.
If potential duplicates are detected, you’ll see a Review task.
Click Review to open the duplicate set. (This may include two or more expenses.)
If they are eligible, a Merge button will appear.
Select which expense should be kept:
If one expense is submitted/approved or has a card transaction linked, that one will be kept automatically.
For fields with different values, choose which details to keep.
If multiple receipts exist, choose which one to keep.
Click Save.
The merged expense will remain in your account, and the duplicates will be removed.
Why can’t I merge my expenses?
You may not see the Merge button even if you select two expenses. Common reasons:
Both expenses already have corporate card transactions linked.
Both are in approved, processing, or closed states.
Mileage or per diem expenses cannot be merged.
The payment mode or state rules don’t allow merging.
FAQs
Can I merge more than two expenses?
Only two at a time on your own. But when Fyle flags potential duplicates in the dashboard, you may be able to merge sets of three or more.What happens to receipts?
You’ll need to choose one receipt to keep. The other(s) will be permanently deleted.What happens to comments?
All comments from the merged expenses are carried over to the final expense.Can I undo a merge?
No. Once merged, the duplicate expenses are deleted permanently.Where can I see what happened?
Open the expense and check the History tab. It shows when and how the merge was done.
For further queries, reach out to [email protected] - we’re happy to help!