How To Merge Duplicate Transactions & Receipts
When you upload your receipt with Text or Email, sometimes our system will be unable to detect a match and it will create a new transaction for the receipt, resulting in a duplicate receipt & existing p-card transaction that need to be merged together. When this occurs, you can easily Merge a Receipt with a P-Card Transaction so that the receipt document can attach to the existing p-card transaction.
Here are the steps:
Sign into your RollCredits account.
Go to Transactions Tab inside the app: https://app.rollcredits.io/transactions
3. Go to the “Other Expenses” tab and find the Receipt Transaction (with the attached receipt) - it will be marked with an error triangle and highlighted in yellow.
4. It will also be marked as a Duplicate in the Action Center to alert you.
5. Go to the Receipt Transaction and click “Review” on the far right side.
6. A Duplicate Warning Tab will appear alerting you that there are two matching transactions that need to be merged.
7. Select “Other Expenses” within the tab (make sure it’s highlighted in Light Blue).
8. Select the P-Card Transaction that corresponds to the receipt.
9. Click “Merge” on the bottom right.
10. After you click merge, the two transactions will be merged together and create one transaction with the attached receipt document.