Nexonia allows expense users to merge draft expense items with integrated credit card transactions. This can be useful in a few different cases:
- Merging a draft expense item with a credit card transaction.
- Merging an expense item created through a travel integration with a credit card transaction.
- Accidentally creating an expense as out of pocket and you need to merge it with a company paid credit card transaction.
This function works both on the web and mobile applications. You'll need to create and save the expense item first before you can merge it.
Note: once you merge the transaction, there is no way to undo the merge. If a mistake has been made, you'll have to delete the merged expense item - this will delete the expense item and return the credit card transaction to your available transaction queue.
Merging Expense Items with Credit Card Transactions on the Web
To begin, open your expense report and then open the draft expense item you want to merge.
At the top above the expense details will be a field labelled Card. Click the link Merge with a card transaction.
Once you click the "Merge" link, you'll now see a window with the available credit card transaction which you can merge with this item.
By default, this window will filter your transactions to show only the transactions with the same date and amount as the expense item. If you don't see your transaction, uncheck the filters to see the available credit card transactions.
To merge the transaction, navigate to the transaction line and click the Merge with item button and then the Save and Close button.
Nexonia will now merge the two items to create a single credit card expense item. Fill out any additional details and click Save to save the updated item.