Your expense entries are imported into Concur Expense from multiple sources, such as transactions from your company credit card, e-receipts from a partner merchant, travel itineraries from Concur Travel, or ExpenseIt processed receipt images.
Smart Matching is a feature in Concur Expense that will automatically match or combine data from those multiple sources into a single Expense entry. There may be a valid reason to separate the matched entries from those multiple sources.
The two most common reasons for separating automatically matched entries are:
- A duplicate entry was created from a Travel Itinerary item or ExpenseIt
- An exception message displays stating the transaction should have a corporate card payment type, but you need to process the entry as Cash/Out of Pocket
To separate automatically matched entries:
- Make sure the entry is in the Available Expenses section.
- In Available Expenses, click the entry that needs to be separated.
- The Expense Sources window appears showing the entry details.
- Click Separate.
- On the Separate confirmation window, click Separate.
- The items will now show as separate entries in Available Expenses.
After the entries are separated, they then can be added to a report as-is, re-combined then added to a report or deleted as needed.
Note: The ability to delete e-receipts and/or travel itinerary items must be enabled in your site.
