From 08092d6e357daadfd43f0c5b87a8af5bba1b733f Mon Sep 17 00:00:00 2001 From: "dmkt9 (via MelvinBot)" Date: Mon, 7 Sep 2026 11:09:41 +0000 Subject: [PATCH] Docs: add Merge reports help article for Spend > Reports Co-authored-by: dmkt9 --- .../How-to-Merge-Expenses.md | 4 + .../How-to-Merge-Reports.md | 87 +++++++++++++++++++ 2 files changed, 91 insertions(+) create mode 100644 docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Reports.md diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md index 2612f7138b48..91371b1085dd 100644 --- a/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses.md @@ -135,3 +135,7 @@ You won’t see **Merge** if: ## Can I undo a merged expense? No. Merging expenses can't be undone, so review the details before confirming. + +## Can I merge two reports instead of two expenses? + +Yes. Merging reports is a separate action that combines whole reports into one. Learn how to [merge reports](/articles/new-expensify/reports-and-expenses/How-to-Merge-Reports). diff --git a/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Reports.md b/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Reports.md new file mode 100644 index 000000000000..dd38eb9b60d2 --- /dev/null +++ b/docs/articles/new-expensify/reports-and-expenses/How-to-Merge-Reports.md @@ -0,0 +1,87 @@ +--- +title: How to Merge Reports in New Expensify +description: Learn how to merge two or more expense reports into a single report from Spend > Reports, who can merge reports, and what happens to the reports you don't keep. +keywords: [New Expensify, merge reports, combine reports, merge expense reports, consolidate reports, bulk actions reports, merge reports missing, Spend Reports] +internalScope: Audience is submitters, approvers, and Workspace Admins. Covers merging two or more expense reports from Spend > Reports. Does not cover merging duplicate expenses, moving individual expenses between reports, or report approval workflows. +--- + +# How to Merge Reports in New Expensify + +Merging reports combines two or more expense reports into one. All expenses move into the report you choose to keep, and the reports you don't keep are deleted. + +Use this when the same person has expenses spread across several reports that belong on a single report, such as one report per week that should be submitted together. + +Merging reports can't be undone. + +--- + +## Who can merge reports in New Expensify + +You can merge reports when every report you select: + +- Is an expense report on the same workspace. +- Has the same submitter. +- Has the same status: all **Draft**, or all **Outstanding**. +- Is not archived or deleted. + +Your role also determines which statuses you can merge: + +- **Workspace Admins** can merge reports that are all **Draft** or all **Outstanding**. Outstanding reports must have the same approver. +- **Submitters** can merge their own reports that are all **Draft**, or all **Outstanding** and not yet approved by the first approver. +- **Approvers** can merge **Outstanding** reports that are assigned to them. + +Learn more about [report statuses](/articles/new-expensify/reports-and-expenses/Understanding-Report-Statuses-and-Actions). + +--- + +## How to merge reports from Spend > Reports + +1. In the navigation tabs (on the left on web, on the bottom on mobile), select **Spend > Reports**. +2. Select the checkbox for each report you want to merge. +3. Click the green **selected** button, which shows how many reports you selected (for example, **2 selected**). +4. Select **Merge reports**. +5. In the right-hand panel, select the report you want to keep. +6. Click **Confirm**. + + + +--- + +## What happens after you merge reports in New Expensify + +- Every expense from the reports you selected moves into the report you kept. +- The reports you didn't keep are deleted. +- You're taken to the report you kept so you can review the combined expenses. +- The merge is saved while you're offline and finishes when you're back online. + +--- + +# FAQ + +## Why can't I see Merge reports in the selection menu? + +**Merge reports** only appears when every report you selected can be merged. You won't see it if: + +- You selected only one report. +- The reports are on different workspaces. +- The reports have different submitters. +- The reports have different statuses, or they're **Outstanding** with different approvers. +- The reports are **Approved**, **Paid**, or archived. +- You used the option to select all matching reports instead of selecting reports individually. +- You're viewing **Spend > Expenses** rather than **Spend > Reports**. + +## Can I merge reports from different workspaces? + +No. All of the reports you select must belong to the same workspace. + +## Can I undo merging reports? + +No. Merging reports can't be undone, so confirm the report you're keeping before you click **Confirm**. + +## How is merging reports different from merging expenses? + +Merging reports combines whole reports into one report. Merging expenses combines two expenses that represent the same purchase. Learn how to [merge duplicate expenses](/articles/new-expensify/reports-and-expenses/How-to-Merge-Expenses).