Combine and Separate Transactions

Expense attempts to match and combine items in your Available Expenses library – your unassigned company card transactions, itinerary items (if your company uses Concur Travel/TripIt/TripLink), and e-receipts (if your company uses e-receipts). If Expense determines that two items represent the same transaction, Expense merges the two items and presents one combined item in your Available Expenses library.

While combining transactions can be done automatically by Expense, you can also combine them manually.

In the Available Expenses section:

• Occasionally, Expense may not combine two items that represent the same transaction. To combine them manually, select both and click Combine Expenses.
• To separate two transactions that were combined in error, click in the Payment Type column of the combined item. On the Expense Source page, click Separate (bottom of the window). Expense splits the combined item into the original two items.

In an expense report, items can be combined:

• To combine two items in an expense report, select both items and click Combine Expenses.
• To separate two combined items in a report, select the combined item and click Move to > Available Expenses. Expense returns the original two items to your Available Expenses library.