Sometimes, duplicate expenses might get created in your employees' Sage Expense Management account. In the rare chance that this happens, Sage Expense Management makes it easy for you to identify and get rid of any such duplicate expenses in a few steps.
Merge suggested expenses from your admin dashboard
In case there are any expenses that may potentially be duplicate expenses in your employees' accounts, Sage Expense Management automatically identifies these expenses for you. In case there are any such potential duplicate expenses in any of your employees' Sage Expense Management accounts, you will see a suggestion in your admin dashboard.
To review these duplicates, click on Review.
This will open the identified sets of expenses. You can go through the potential duplicates for each employee.
For each set of expenses, you can click on Merge to merge the expenses into a single expense. If you think a set of expenses has been wrongly identified as potential duplicates, you can click on Dismiss instead to ignore the suggestion.
Merge expenses from Business Expenses page
Any expense that has been identified as a potential duplicate expense by Sage Expense Management contains a duplicate icon in the Details column. You can also filter such expenses by applying the Potential Duplicate filter from more filters.
You can select any 2 expenses and click on Merge to merge them. These can also include expenses that have not been identified as potential duplicates by Sage Expense Management, but you think they are duplicates.
In order to merge any 2 expenses as described above, they must satisfy the following criteria:
They belong to the same employee. You cannot merge expenses belonging to different employees into a single expense.
They are not Mileage or Per Diem expenses. You cannot merge expenses belonging to these 2 categories.
At least 1 expense has not been submitted. You cannot merge 2 expenses that have already been submitted.
Automatic merge by Sage Expense Management - no action needed from you
In cases where duplicate expenses are created because an employee manually creates a new corporate card expense when the transaction already exists on their account, Sage Expense Management automatically merges these 2 expenses. There is no action required from you or the employee in such cases.