Duplicate cards can sometimes be created when the same physical card is added through different sources, such as a card feed and statement upload.
Sage Expense Managment can identify potential duplicate cards and suggest them for merging. Merging combines the transaction history under a single card, making card management simpler.
Before you begin
Only admins can merge cards.
Merge suggestions are generated automatically.
Only cards with the same cardholder and last four digits are considered.
Virtual cards are not supported.
Review duplicate card suggestions
Go to Tasks.
Review the duplicate card suggestion.
Verify:
Cardholder
Last four digits
Card source
Number of transactions
You can either Merge or Ignore the suggestion.
Merge duplicate cards
Click Merge.
Review the merge summary.
Confirm the merge.
Sage Expense Management automatically selects the destination card based on card source priority.
After the merge:
All transactions move to the destination card.
Existing expenses remain unchanged.
The source card is removed from active views.
Future transactions are associated with the destination card.
Ignore a suggestion
If the cards should remain separate:
Click Ignore.
Sage Expense Management will not show the same suggestion again.
You'll also be prompted to add nicknames to help distinguish the cards.
How Sage Expense Management chooses the destination card
When cards are merged, Sage Expense Management keeps the higher-priority card.
Priority order:
RTF/American Express Direct Feed
Bank Feed
Yodlee Feed
Statement Upload
FAQs
Can I manually choose any two cards to merge?
No. Sage Expense Management only allows merging system-identified duplicate pairs.
Can I merge virtual cards?
No. Virtual cards are excluded from merge suggestions.
What happens to my existing transactions?
All transactions move to the destination card. Existing expenses remain unchanged.
Can I undo a merge?
No. Merges are irreversible.
Why wasn't my duplicate card suggested?
Sage Expense Management only suggests cards that have the same cardholder and last four digits. If your cards don't meet these conditions, they won't appear as merge candidates.