Merge pull request Expensify#68200 from Expensify/bfitzexpensify-patch-11

Create Merging-expenses.md

Author: MarioExpensify

docs/articles/new-expensify/reports-and-expenses/Merging-expenses.md

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+---
+title: Merge Expenses
+description: Learn how to merge two expenses to eliminate duplicates and simplify your reports.
+keywords: [New Expensify, merge expenses, duplicate expenses, SmartScan, manual merge, combine expenses]
+---
+
+<div id="new-expensify" markdown="1">
+
+Merging expenses helps you quickly resolve duplicates when automatic SmartScan merges don’t catch everything. This guide walks you through manually merging two expenses from the expense view or Reports page.
+
+# Merge expenses
+
+You can merge two expenses if at least one is a cash expense. You cannot merge two card expenses. Merging is only available for editable expenses (such as those that are unsubmitted or awaiting first-level approval).
+
+## Merging from an individual expense
+
+1. In the left-hand menu, select **Reports > Expenses**
+2. Tap the expense you'd like to merge from.
+3. Tap the **More** button, then select **Merge**.
+4. Choose another eligible expense to merge with. 
+   - You can only select one.
+   - Expenses are sorted by date (newest first).
+   - If there are no eligible matches, you'll see:  
+     *"You don’t have any expenses that can be merged with this one. [Learn more](#eligible-expenses)."*
+5. If only one expense has a receipt, it’s selected automatically. If both do, you’ll be asked to choose.
+6. Select the details you want to keep from each expense—like merchant name, amount, or category.
+7. Tap **Continue**, then **Confirm** to complete the merge.
+
+## Eligible expenses for merging
+
+To merge two expenses, they must meet all of the following:
+
+- **By type**:
+  - You can merge a cash expense with another cash expense, or a cash expense with a card expense.
+  - You cannot merge two card expenses.
+
+- **By permission**:
+  - **Submitters** can merge their own expenses (including unreported and in-progress ones).
+  - **Approvers and Admins** can merge expenses on the same report 
+
+- **By status**:
+  - Both expenses must be editable. That includes unreported expenses, or ones on a Draft or Processing report that hasn’t yet been approved.
+
+## What happens when you merge?
+
+- One expense is kept, and the details you choose will be used for the final version.
+- The other expense is **merged into the final one** and no longer shown separately.
+- If one expense is a card transaction, it will always be the one that’s kept.
+- If both are cash expenses, the one you started the merge from will be kept.
+
+# FAQ
+
+## Can I merge two card expenses?
+
+No. Only one card expense can be part of a merge. You can merge:
+- Two cash expenses
+- One cash and one card expense
+
+## What happens to the other expense?
+
+It’s merged into the final expense and no longer appears separately. Its details are combined based on what you selected.
+
+## What if the expenses have the same details?
+
+If there are no differences to resolve, the system automatically keeps the shared values without prompting you.
+
+## Why don’t I see the Merge option?
+
+Check these conditions:
+- You must have permission to edit both expenses.
+- At least one expense must be a cash transaction.
+- The expenses must be editable (not submitted or fully approved).
+
+</div>