Duplication of expenses with automatic feed from credit card

antonio_gallizziantonio_gallizzi Posts: 1 Expensify Newcomer

Dear Expensify Customer Support,

lately, we added your service of automatic association of expenses receipts with the automatic credit card feed. This works fine. The problem is that then, the "original" expenses is not deleted. This brings to a duplication of expenses that is hard to detect, and a huge waste of time. Furthermore, you have to consider that automatic credit card feed is always provided in the bank account currency (CHF), while my expenses are often in EUR. This makes the job even harder. Could you fix this annoying problem?

Thank you

Best regards

Antonio Gallizzi (DATAMARS SA)


  • Sheena TrepanierSheena Trepanier Posts: 2,123 Expensify Success Coach

    Hi @antoniodiazdesandi, thanks for sharing. Can you confirm if you're seeing one copy of the expense imported from the credit card (credit card + lock symbol) and another created from uploading and SmartScanning a receipt?

    If you have credit card transactions in your account, and upload a receipt to match the expense, our system should be able to SmartScan the receipt and add it to the matching company card expense.

    If you're finding this isn't the case, can you share with me the merchant, date and amount of some uncorrected examples in your account?


  • Rev_AdminRev_Admin Posts: 2 Expensify Newcomer

    We also have this occur on a regular basis. The problem happens when our CEO uploads his receipt & creates a transaction expense after his co-pilot has already created an expense transaction using the e receipt. This is a HUGE waste of time for everyone involved. To deal with this she must spend the time checking for duplicates by sorting the $ amount withing the Expense tab so she can locate anything he might have added after her. Just a heads up, that is how it's occurring for us.

  • Sheena TrepanierSheena Trepanier Posts: 2,123 Expensify Success Coach

    Hi @Rev_Admin, thanks for sharing this with us. Can you confirm if the CEO is using SmartScan? If so, his uploaded receipt should override the eReceipt and attach to the company card expense.

    Because this requires sharing account details, it would be great if you could reach out to [email protected] and let us know the CEO's email and some examples of duplicates that exist in their account now.

    Thanks so much!

  • Rev_AdminRev_Admin Posts: 2 Expensify Newcomer

    Hi Sheena, Thank you for getting back about this issue. I will send examples to [email protected] of the duplicate issue. From what I can tell the issue lies with the co-pilot who may fill out the ereceipt as received, but then the CEO adds the actual receipt & detail & it does not delete the edited ereceipt, but keeps both of them. Will send off examples! Thanks again-

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