Smart Matching is a feature of Concur Expense that automatically merges expense entries from different sources when they pertain to the same expense. For example, Smart Matching can combine an imported card transaction and an expense entry created by ExpenseIt from an uploaded receipt.
The Smart Matching Process
When a receipt processed through ExpenseIt lands in Available Expenses, Concur automatically attempts to match it with transactions from other sources already in your expense list, such as a corresponding corporate card charge, e-receipt, or travel itinerary item. When a strong match is found, the entries are merged automatically into a single expense. When a match is possible but uncertain, you may be prompted to confirm or reject it the next time you open Concur. Smart Matching also occurs within a report: when you open a report, Concur checks whether any newly available expenses match existing entries in that report and merges them if so.
Smart Matching only operates between expenses from different source types — for example, a card transaction and an ExpenseIt entry. Two transactions from the same source (such as two credit card imports) will never be auto-merged, even if they appear identical.
Manually Merge Expenses
If two expenses from different sources were not automatically matched, you can merge them manually: select both in the Available Expenses list and click Combine Expenses. If a match was made incorrectly, open the combined entry, click Separate, and close it — the entries will return as distinct items in your Available Expenses list. Expenses cannot be manually combined in the following circumstances:
- One or both of the transactions has a Missing Receipt Affidavit (MRA) attached
- The date of the expenses is different
- The vendor is different
- The source of the transactions is the same
- The expenses are in different areas of the user's profile (e.g., one in Available Expenses and one in an expense report)