Uber tips result in two separate CC charges, yet Expensify can't figure out how to match
When an Uber customer tips, the result is that two separate charges are made to the credit card: one for the ride/order, one for the tip. The receipt that comes from Uber breaks these two out into separate charges, but the total amount of the receipt is the sum of both charges.
Expensify reads this receipt as a single expense for the total amount showing on the receipt. These receipts then don't match to the credit card charges since there is no charge for the total amount. I'm left doing an absurd amount of manual work to fix things, I can either 1) load the receipt twice and link it to each charge, or 2) mark up the first charge to the full amount and leave a note on the second credit card charge for the tip to show it was resolved on the other charge.
Both of these solutions are simply terrible, and the admin burden to handle this is maddening. Right now I have 100 Uber receipts to deal with, and nearly all of them involve tips. This will literally take me HOURS to fix (and leave a rats nest behind afterwards), and while I've done it many times in the past I'm just incredibly frustrated when I think about doing it again right now.
PLEASE HELP!
Answers
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Hi @richbolt - Thanks for checking in about this!
To start, how are these Uber expenses importing?
- Employees are forwarding the receipts to Expensify to be SmartScanned
- The Uber expenses are importing directly via a connected credit card
- You and your employees are using Expensify's direct integration with Uber
Let me know how these Uber expenses are making it into Expensify and we'll go from there. Thanks!
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We use Uber for Business, which bills all charges to one card; each transaction must be linked to a specific receipt (rules that I wish I could change but are set well beyond my authority).
I am set as an admin to receive emailed copies of all receipts sent from our Uber for Business account. I then forward each receipt to Expensify to be smartscanned; as an aside I sure wish Expensify would allow for gmail forwarding to be authenticated so I can automate that step which takes an absurd amount of time, but it seems like that feature request - which was one of the most popular for a long time - was flatly rejected :(
I've previously inquired about a better solution of direct importing all such Uber/Lyft receipts which were centrally billed in a prior discussion: https://community.expensify.com/discussion/3084/uber-lyft-business-platforms-uploading-all-receipts-for-rides-taken-on-the-business-account#latest
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamThank you @richbolt - I appreciate the context you shared with me. I was able to locate an internal discussion we've been having about this exact behavior and I've added your comments and information to it in favor of making a change.
Now I can't guarantee that we'll make a change or that any change we make will be quickly implemented, but I've noted your feedback and I'll do my best to make it heard and weighed in the discussion.
If we do make a change I'll reach out to you on this thread and let you know. Cheers!
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My Expensify is showing an expense of 36.87 EUR and an expense of 33.87 EUR for the same trip.
In reality, the expense should only be 36.87 EUR, which is made up of 33.87 EUR + a 3.00 EUR tip. I need to go through each receipt and delete the pre-tip expenses. This is very time consuming and error prone. Is there any way around this?
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Has this been resolved yet. So annoying!
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Any updates or suggested workarounds for the credit card transaction <> Uber base fare receipt + Uber tip receipt matching?
For instance, the $13.95 receipt is the combined total of the $10.95 base fare and $3.00 tip.
What's the best way to reconcile these three transactions?
I don't see an intuitive, quick, nor easy way to merge the various transactions.
PLEASE HELP?!
