Merge Receipt and Credit Card Transactions

When a forwarded receipt, travel email, or travel receipt matches a credit card transaction or other travel data already imported into Emburse Enterprise, the system automatically merges them in the eWallet or directly on draft expense report line items.

If a line item already exists and a matching receipt is uploaded or a transaction is imported later, the system merges it into the existing line item.

What Triggers an Automerge?

The following conditions must be met in order for an automerge to occur:

1. Expense types match.
2. Dates are within two days of each other.
3. Amounts are within 25% of each other.

These conditions apply whether the transactions are in the eWallet or already included in a draft expense report line item.

The system creates only one line item per transaction. This ensures that each real-world expense displays as a single line item, even when multiple sources provide matching data. If additional matching receipts or transactions are added later, they are merged into the same line item.

If necessary, you may also manually merge transactions of any type. See Manually Merge Transactions, below.

In-App Automerge Notifications

When a transaction is automerged in the eWallet or on a draft expense report line item while you are signed in, an in-app notification displays with a link to view the merged item.

If the merged item is already on a report, the in-app notification contains a link to view the report. 

If automerges occur while you are signed out, those notifications display after you sign back in. Up to three notifications display in the stack at one time.

Email Automerge Notifications

Daily summary email notifications are also available for automerged transactions.

• Administrators can enable these notifications at the customer level.
• Individual users can also opt in through their own notification settings.

You receive one summary email per day when there is automerge activity to report, including merges that occur in the eWallet and on draft expense report line items.

View Merged Transactions

On the All tab of the eWallet, use the toggle in the upper-right corner to switch between viewing all transactions or just the merged ones.

Automerged transactions are identified with a distinct indicator in the eWallet so users can quickly tell when the system merged a transaction automatically. 

This indicator also displays on related draft expense report line items unless the transactions are manually unmerged.

When transactions are merged directly into a draft line item, the Automerged indicator shows that multiple sources have been combined.

Manually Merge Transactions

If necessary, you may manually merge transactions of any type, amount or date, subject only to the following restrictions:

• A credit card transaction may never be merged with another credit card transaction.
• Real-Time Notifications may only be merged with credit card transactions.
• An uploaded or emailed hotel folio receipt may never be merged with another hotel folio receipt.
• A travel data or travel agency transaction may only be merged with another travel data or travel agency transaction if they are from two different data providers.

1. Navigate to the eWallet and select All to view all transactions.

2. Identify the transactions you wish to merge. Select one transaction and drag it onto the other.

3. The new, merged transaction will be named [Primary Item] + [Secondary Item] + [Tertiary Item] and so on, based on a hierarchy determined by the system.

4. The merged transaction will display in the primary item's section of the eWallet (e.g., Credit Card, Travel Agency, Offline) and the All section. The other items in the merged set will no longer display in their respective sections of the eWallet.

5. The icon, date and amount details displayed are those of the primary item in the merged set. Select Merged Details to see all the items in the set.

6. Select the vendor or source name to see additional details about each of the transactions in the set, including any attached images.

7. When you add the merged item to an expense report, the line item will be created using details from the primary transaction item (e.g., Description, Vendor Name, Amount, Currency, Business Purpose). However, all details from every transaction in the merged set will be displayed in the Downloaded Details section of the line item.

Manually Unmerge Transactions

You may unmerge one or more transactions if a transaction was merged in error.

1. Find the merged transaction in the eWallet and select Merged Details to expand all the transactions it contains.

2. Select the broken link icon on the desired transaction to unmerge it from the group. If the group contains more than two transactions, you will need to select each transaction individually to unmerge it from the group.

Once a transaction has been removed from a merge set, it is available to be merged into a new set.

AmTrav Transactions

Customers who use Emburse’s AmTrav integration for travel data receipt merging can find these transactions in the Offline section of eWallet. Only the following travel types are supported, and only for the U.S.

• Air
• Rail
• Service Fees
• Prepaid Hotels

For complete details, see the AmTrav Knowledge Base.