--- title: Merging Transactions | Roll Credits Help Center description: Guides --- [Skip to content](https://help.rollcredits.io/merging-transactions-roll-credits-help-center#main-content) ![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png) Open main navigation Close main navigation - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Guides](https://47441426.hs-sites-na2.com/?hsLang=en) 2. [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en) 3. [Edit Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#edit-transactions) # Merging Transactions | Roll Credits Help Center ### Merging Transactions Written by Chase Gladish October 23, 2024 ### **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: 1. Sign into your RollCredits account. 2. Go to Transactions Tab inside the app: [https://app.rollcredits.io/transactions](https://app.rollcredits.io/transactions) Sign into your RollCredits account. Go to Transactions Tab inside the app: [https://app.rollcredits.io/transactions](https://app.rollcredits.io/transactions) [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfau8KVt6X3w6miFYICpk8r4MWTX2plyGt2KbobFDlK3XQo-QyRN0ng166e37BJKA84VjuLIqR5V6fJVF7IHukYFgDTLDCBh6xG_bX43hLiYMfXc7AQWOlRZ0ACOmoRMVemJeyFpreJWAw0h.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448967/9997dd72aedcae515a727d238990/AD_4nXfau8KVt6X3w6miFYICpk8r4MWTX2plyGt2KbobFDlK3XQo-QyRN0ng166e37BJKA84VjuLIqR5V6fJVF7IHukYFgDTLDCBh6xG_bX43hLiYMfXc7AQWOlRZ0ACOmoRMVemJeyFpreJWAw0hX65_RxJneAo?expires=1783358100&signature=b8522eaec1ca5fdc70f134be7644e6246077d122c829391b70be473963cd7b94&req=dSIlEM16lYhZXvMW1HO4zUXourD%2BkoV7W0m7S5ijULsiuWYKg2BzFJM3P2BN%0AXVQvIyJAgRDVyehZGnw%3D%0A) 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. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXep4w0dybOPPnxEHpidy5ri86_TgtVOk7M3HTewecn45qQB6zbr-ixEVpAGlgdqsI5jZ6q29kxUrEvTn_wApGaisTxtpIJxnqhs_Wqa2GYTncuLpUXi4GWDLHzOsHUPmT06Hb4pQ4mhBjs-h.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448978/63c11313740e1aac04bae95fb008/AD_4nXep4w0dybOPPnxEHpidy5ri86_TgtVOk7M3HTewecn45qQB6zbr-ixEVpAGlgdqsI5jZ6q29kxUrEvTn_wApGaisTxtpIJxnqhs_Wqa2GYTncuLpUXi4GWDLHzOsHUPmT06Hb4pQ4mhBjs-hmDADhdOH9Y?expires=1783358100&signature=eb58bc7d3d8876ea52945b22b4bc89dc03b1f7562622fdac5bb0744ff2993f9b&req=dSIlEM16lYhYUfMW1HO4zSBKoLlkQiIUV%2BuSNyEQa3%2FB%2FrGHGXG67CylNJd0%0AUAeaeXZrsSPYN08VQB8%3D%0A) 4\. It will also be marked as a Duplicate in the Action Center to alert you. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXcQC9HxCqH_5baNYqerY4jmlHMuBsFXBBxGVICPQKIN6W6C3IA2DmjATaw3eViDr7YXm2fyk_6Lhm0SaH6qR42CnNUcNNwOZyqJ3OSKaj9NvLYVi8K0MNY5-esCjAfau-hQLQjOaIuxuRm3U.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448979/a0809d7dda33fb9e85efd5f9a263/AD_4nXcQC9HxCqH_5baNYqerY4jmlHMuBsFXBBxGVICPQKIN6W6C3IA2DmjATaw3eViDr7YXm2fyk_6Lhm0SaH6qR42CnNUcNNwOZyqJ3OSKaj9NvLYVi8K0MNY5-esCjAfau-hQLQjOaIuxuRm3UA2qtDV-jGs?expires=1783358100&signature=7142c834f5d7c04c1542a10e06a8f1cd846d1f634d577f951f7835a30262068d&req=dSIlEM16lYhYUPMW1HO4zdj7GUVLptutVzhttDUPKZntx4KbfLkAGe4He0hy%0A3r1fF%2FWwKvlnnvxioIk%3D%0A) 5\. Go to the Receipt Transaction and click “Review” on the far right side. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXc2lrL1SLVnOVEoAmlgIZnZl9tK1_UDgptb-xqxusBBjoGz0_KciEw9XK8TOuH345TPNU09K8rGfnuLHgbO7zgxZl9mx4OmJU9et0AfbYYL6EIx-xxS_JG7dmf10xgVE8EGsL0wPvMvIamKe.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448974/42db994fcbd53f8114a077b420df/AD_4nXc2lrL1SLVnOVEoAmlgIZnZl9tK1_UDgptb-xqxusBBjoGz0_KciEw9XK8TOuH345TPNU09K8rGfnuLHgbO7zgxZl9mx4OmJU9et0AfbYYL6EIx-xxS_JG7dmf10xgVE8EGsL0wPvMvIamKekUnZHAEXsrg?expires=1783358100&signature=357a231bd35896dceaf1b1703c03d7f41ff0aa6da78f02ae5976b9b63593d3ee&req=dSIlEM16lYhYXfMW1HO4zWlypRhXRA%2Bt1WEoFFuSET11GWN8yXAx3fe61Q2D%0Awl8llLNM3RLcg06mxak%3D%0A) 6\. A Duplicate Warning Tab will appear alerting you that there are two matching transactions that need to be merged. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXc1XmWgMBaRZVwxAV5XyhQ7qTIhU6XwY1dpKH0f3bYMcjrQ8UgShDPXJ_k-GoQ_LD3Y-fWoz1zymeAFiTGvkgf_MDwCWwZn0fjLWp_EtqKAf-Rc2mWLggHfjTrQf9nn-PAy2qdr7E5x6exnl.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448965/326b805f06ca2229efd3af987128/AD_4nXc1XmWgMBaRZVwxAV5XyhQ7qTIhU6XwY1dpKH0f3bYMcjrQ8UgShDPXJ_k-GoQ_LD3Y-fWoz1zymeAFiTGvkgf_MDwCWwZn0fjLWp_EtqKAf-Rc2mWLggHfjTrQf9nn-PAy2qdr7E5x6exnlanX8x_6z-M?expires=1783358100&signature=0b9c76020bdc89777faa6817254273722e5e836ddb7b9e6caf23be033f97162c&req=dSIlEM16lYhZXPMW1HO4zW01EBNH5M5jmPXD9kqtxm04CSnTw%2FcC1YVgFH%2Fc%0A0k2bwujGkjP7TCXo180%3D%0A) 7\. Select “Other Expenses” within the tab (make sure it’s highlighted in Light Blue). [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXe33mUKX3ZhxwfYISF1PLb1F8IzH31JsfCoxU48Z5AIJbPvPQfTY9k2t0Mq8jwSPUu0hPDG4F0CbLYGEa1QCg_vRNBQU8kddsm84UPeN2Sma73lpFj9LmIOuwRcKjDT4KaZuOA5mmaPH5X_n.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448970/06da23cc48e6c39b13ba9afec545/AD_4nXe33mUKX3ZhxwfYISF1PLb1F8IzH31JsfCoxU48Z5AIJbPvPQfTY9k2t0Mq8jwSPUu0hPDG4F0CbLYGEa1QCg_vRNBQU8kddsm84UPeN2Sma73lpFj9LmIOuwRcKjDT4KaZuOA5mmaPH5X_nZDoeJRZgbQ?expires=1783358100&signature=7343b13973609933c675068bb06b49b8574df76efd6c58c963c4381e8533a649&req=dSIlEM16lYhYWfMW1HO4zVninCkfFyt32YiI6TysGSaOjpXKCh7f%2FIWeyWnn%0A7H5K8jLm015jaiGOfH8%3D%0A) 8\. Select the P-Card Transaction that corresponds to the receipt. 9\. Click “Merge” on the bottom right. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/AD_4nXfETlI0_EIA1w-umNpCRx4P0f-yfVWdqm3u8gBrGlcxqb-Oj3SPFa58f3aI3Ap03TID-7W0EIyJ6fTivsxa_-Meh0e7ubxMLS_zn7b91Zk0kWQYas7OBUWd_3Yc32DxW5nT7nJ5JQqPOUSL0.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1226448968/da98b3afbf258e08eb4dc684cf10/AD_4nXfETlI0_EIA1w-umNpCRx4P0f-yfVWdqm3u8gBrGlcxqb-Oj3SPFa58f3aI3Ap03TID-7W0EIyJ6fTivsxa_-Meh0e7ubxMLS_zn7b91Zk0kWQYas7OBUWd_3Yc32DxW5nT7nJ5JQqPOUSL0B5HlRkR12Cp?expires=1783358100&signature=2f007aabe671ba72b6da0e40198e6d4a2152eb2327b630a15c058d3fa2a0cf0a&req=dSIlEM16lYhZUfMW1HO4zeMA%2F06RSWbGbQ6eLMWk6ksBpUNUwSL1yhtNNauY%0AELZBEx27PU63WXZnouQ%3D%0A) 10\. After you click merge, the two transactions will be merged together and create one transaction with the attached receipt document. - [FAQs](https://47441426.hs-sites-na2.com/faqs?hsLang=en) - [Project](https://47441426.hs-sites-na2.com/project?hsLang=en#main-content) - [Team](https://47441426.hs-sites-na2.com/project?hsLang=en#team) - [Payments](https://47441426.hs-sites-na2.com/payments?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Budget](https://47441426.hs-sites-na2.com/budget?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#main-content) - [Edit Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#edit-transactions) - [Cards](https://47441426.hs-sites-na2.com/cards?hsLang=en) - [Company](https://47441426.hs-sites-na2.com/company?hsLang=en) - [Approvals](https://47441426.hs-sites-na2.com/approvals?hsLang=en) - [Settings](https://47441426.hs-sites-na2.com/settings?hsLang=en) - [Reconciliation](https://47441426.hs-sites-na2.com/reconciliation?hsLang=en) - [User Role Guides](https://47441426.hs-sites-na2.com/user-role-guides?hsLang=en) [![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png)](https://rollcredits.io) Copyright © 2026, RollCredits