🌐 Web | 👤 Finance
If multiple receipts cover a single transaction, there's an easy way to collate the expense reports for booking. For example, during your hotel stay you incur multiple expenses, and receive a separate receipt for each. However, at the end of your stay, all your costs are paid in a single payment to the hotel.
There is no direct function to combine expense reports the way you can combine multiple transactions. Instead, you can use the Expense Matcher.
To match one transaction with multiple expenses:
Select the transaction you want to match on the left-hand side of the Expense Matcher.
Then select all corresponding expenses on the right-hand side of the Expense Matcher.
Click Match on the bottom right corner of the Expense Matcher to confirm your selection.
✏️ Note
Make sure that the amounts of the transaction and the expenses add up. Otherwise, Yokoy displays a warning at the bottom of the window and you as a Submitter are not able to go through with the match.
🚧 Caution
Before confirming the match, Yokoy informs you about the fact that matching a transaction with multiple expenses splits the transaction and that this action cannot be undone. Therefore, please make sure you are about to perform a correct match.
Now, to verify your match, click on the Matched tab within the Expense Matcher. Here, you see the match you've just performed.
