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.
On Nexonia's mobile app, you can go in either order:
A) Merge the draft expense item with a credit transaction; or
B) Select a credit card transaction and merge it with a draft expense item.
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 Mobile
To begin, open your expense report and then open the draft expense item you want to merge.
At the bottom of the expense item, tap the Merge button.
Once you tap Merge, you'll now see a screen with the available credit card transaction which you can merge with this item.
By default, the app 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, turn off the filters to see the available credit card transactions.
To merge the transaction, tap the transaction line. You'll be asked if you're sure you want to merge the items. Once you tap OK, Nexonia will now merge the two items to create a single credit card expense item. Fill out any additional details and tap Save to save the updated item.
Merging Credit Card Transactions with Expense Items on Mobile
Begin from the expense app homescreen, tap on the Transactions icon to open up your list of available credit card transactions.
Tap the transaction you wish to merge. You'll now be asked what you want to do - tap on Merge with existing expense item.
You'll now see a screen with the available draft expense items which you can merge with this credit card transaction.
By default, the app will filter your expense items to show only the items with the same date and amount as the credit card transaction. If you don't see your item, turn off the filters to see the available draft expense items.
To merge the transaction, tap the expense item line. You'll be asked if you're sure you want to merge the items. Once you tap OK, Nexonia will now merge the two items to create a single credit card expense item.