Fyle automatically merges duplicate expenses to prevent redundant entries and streamline your expense reports. However, there might be instances where two incorrect expenses are merged. This article explains how to fix these accidental merges.
Understanding the Issue
Sometimes, transactions with the same amount and date can be mistakenly merged, especially if you manually create an expense before the corresponding corporate card transaction is imported into Fyle. This can lead to inaccurate expense categorization and reporting.
How to Unmerge Expenses
1. Locate the Incorrectly Merged Expense: Go to the Expenses page and find the merged expense you need to correct. You can use filters to narrow down your search if necessary.
2. Open the Expense: Click on the merged expense to view its details.
3. Access the Options Menu: Look for an "Options" menu (often represented by three dots or a gear icon) within the expense details view.
4. Select "Remove Card Expense" or "Unlink Card Details": The wording may vary slightly depending on your version of Fyle. This action will separate the incorrectly linked card transaction from the manually created expense.
What Happens After Unmerging?
Fyle will create two distinct expenses: one from your original manual entry and another from the card transaction.
The manually created expense will remain in its original location (e.g., within an expense report if it was already added). The newly created card expense will appear in the **Expenses** section, likely under the "Incomplete" or "Ready to Report" tab, depending on your company's mandatory fields.
Merging the Correct Expenses (if necessary)
After unmerging, you may need to merge the original expense with the correct card transaction.
1. Open the Original Expense: Access the details of the manually created expense.
2. Access the Options Menu
3. Select "Merge Duplicates": This will display a list of potential duplicate expenses, including the correct card transaction.
4. Choose the Correct Expense to Merge: Carefully select the correct card transaction from the list.
5. Confirm the Merge: Review the details and confirm the merge. Fyle will combine the two expenses into a single, correctly categorized expense.
Frequently Asked Questions
Can I unmerge expenses that I merged manually? Yes, the process is the same regardless of whether Fyle or you initiated the merge.
What if the incorrectly merged expense is already in an approved report? You may need to contact your Fyle administrator to unmerge the expense or adjust the report accordingly. The ability to modify approved reports depends on your company's Fyle settings.
What if I can't find the correct card transaction to merge after unmerging? Ensure the card transaction has been imported into Fyle. If it's missing, contact your Fyle administrator.
By following these steps, you can correct any accidental expense merges and maintain the accuracy of your expense reports. If you encounter any issues or have further questions, please contact Fyle support at [email protected]