From 40f3c9344eaa9f301cf95a25cbdec38a8191abde Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 8 Sep 2025 13:55:07 -1000 Subject: [PATCH] Update Merging-expenses.md --- .../reports-and-expenses/Merging-expenses.md | 10 ++++++++-- 1 file changed, 8 insertions(+), 2 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Merging-expenses.md b/docs/articles/new-expensify/reports-and-expenses/Merging-expenses.md index 31a71d8cdf47..eabbd50a439b 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Merging-expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Merging-expenses.md @@ -1,11 +1,11 @@ --- title: Merge Expenses description: Learn how to merge two expenses to eliminate duplicates and simplify your reports. -keywords: [New Expensify, merge expenses, duplicate expenses, SmartScan, manual merge, combine expenses] +keywords: [New Expensify, merge expenses, duplicate expenses, SmartScan, manual merge, combine expenses, combine duplicate expenses, merge receipts, expense matching] --- -Merging expenses helps you quickly resolve duplicates when automatic SmartScan merges don’t catch everything. This guide walks you through manually merging two expenses from the expense view or Reports page. +Use merging to resolve duplicates when SmartScan doesn’t catch them. This guide walks you through manually merging two expenses from the expense view or Reports page. # Merge expenses @@ -47,6 +47,12 @@ To merge two expenses, they must meet all of the following: - If one expense is a card transaction, it will always be the one that’s kept. - If both are cash expenses, the one you started the merge from will be kept. +## Can I change an expense from cash to credit card? +You can’t change an expense from cash to credit card, or the other way around. + +- Expenses imported directly from a connected credit card are always **credit card expenses**. +- Expenses you create manually, or those created from uploaded receipts, are always **cash expenses**. + # FAQ ## Can I merge two card expenses?