At times, multiple expenses get created on Fyle for the same transaction.
There are 2 ways the user can now merge duplicate expenses.
Merging using the cues provided on the app
If Fyle has identified potentially duplicate expenses in your account, a new 'Task' will be added to your dashboard as shown. Click on 'Review Duplicates'.
A box will open up on the same screen where you can review all the potentially duplicate expenses.
If you think the expenses in a set are duplicates, 'Merge' them. Otherwise, 'Dismiss' them to mark them as not duplicates.
Other important points
There can be more than 2 expenses in a set in some cases. You can Merge or Dismiss the whole set or just dismiss some expenses that you think aren't duplicates. (as shown below)
Merging Manually:
Select the 2 duplicate expenses (as shown below). A 'Merge' option will appear in the bar above. Click on 'Merge'.
A box will open up (as shown). Expense form fields which were common in both of these expenses will automatically be disabled for editing.
In the 'Expenses to Keep' dropdown, choose the more accurately filled expense.
In doing so, all the fields will be filled according to the data of the chosen expense. You can still edit the expense fields if needed. Click on 'Save'.
You can now see that the 2 expenses have been merged into 1.
Fyle merging behind the curtains [No action needed from the user]
Suppose one expense is created automatically via the Corporate Card transaction and the other is created by the user. In that case, Fyle will automatically merge these two expenses into one without letting the user know. Expense form fields like purpose or receipt, which the user might have added to their expense, will be retained in the merged expense.
If you create an expense by adding a receipt, after which the card transaction (charge) flows into Fyle, Fyle merges the expenses automatically to avoid duplicates. For this case to work, the criteria are as follows:
Expense created by you manually (by adding receipt/details): Can be in any expense state - Incomplete, Unreported, Reported, Approved, Payment Processing, or Paid. (Payment Mode: Corporate Credit Card)
Expense created from card transaction (automatically): Can be in either an Incomplete or Unreported expense state.
To handle the amount and date values that can be overlooked, we handle the merges with tolerance in both fields.
Spend Amount: The amount difference between two expenses can be at a max of 0.0002.
Date of Spend: The date difference between two expenses can be at a max of 5 days.
Feel free to contact us at [email protected] for more information about Merging expenses.