We are trying to build a report that ties the bank payment of the credit card to the reported expenses in Expensify? Is there a common reference between the bank and expensify? We use Compass bank?
Hi @PattyHall71 - just to clarify, have you imported a credit card to Expensify?
If so, we offer an automatic merge feature if you SmartScan your receipts. We recommend using the following workflow:
We recommend not submitting your Expenses until the merge has occurred - otherwise you may run into duplicates.
Please let me know if this isn't what you're after!
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