Any card expense reports with Draft or Needs revision status that have been matched to their corresponding card transaction are restricted for editing. This means that all mandatory fields in the expense report that are relevant for a successful match to take place can’t be edited.

Perk uses these fields for determining card transaction matching:

• Receipt currency
• Total amount
• Expense/Payment date
• Payment method
• Company card

If you want to change any of these details, you must first clear the match.

Unmatching expenses in the web app To clear the matching status for expenses: Go to Spend > Single expenses or to Spend >My tasks, Single expenses. Select the expense you want to clear the match for and click Unmatch at the bottom of the form. Expense report and the card transaction are now unmatched. When you reopen the expense, you can change the currency, total amount, dates, and payment method.

Unmatching expenses in the mobile app To clear the matching status for expenses in mobile: Go to the Spend tab. Select Card transactions. Select the card transaction you want to unmatch, and click Clear match.  The expense report and the card transaction are no longer matched. When you reopen the expense report, you can change the above mentioned fields.

After you have made your changes, you can either manually match your expense using the Expense Matcher or submit the expense and let the automatic matching take place.

Why do I have matched expenses?

When making a payment with your corporate card, a transaction is created and automatically imported into your Perk account. It is important to match the transaction with the corresponding card expense report. Usually, this happens automatically after you submitted a card expense report.

However, it is possible to have expense reports in your My tasks menu that have the matching status Matched. 

There may be several reasons for this:

• The expense was manually matched
• The expense was automatically matched
• The expense was submitted, matched, and recalled
• The expense was submitted, matched, and sent back for revision

The expense was manually matched

With the Expense Matcher, you can manually match an expense to its corresponding transaction even before the expense is submitted. The expense report is still in the status Draft.

The expense was automatically matched

After creating a draft card expense report, the corresponding transaction was imported and cleared, triggering the automatic matching to take place. The expense report is still in the My tasks menu and has the status Draft.

The expense was submitted, matched and recalled

After submitting your card expense report, the transaction matching took place either automatically or manually. The expense left the My tasks menu and awaited approval by the approver or financial reviewer before being recalled by you to make changes to the details. The matched expense is back in the My tasks menu and has the status Draft.

The expense was submitted, matched and sent back for revision

After submitting your card expense report, the transaction matching took place either automatically or manually. An approver or financial reviewer has reviewed your expense report and sent it back to you so that you can make changes to the details. The matched expense is back in the My tasks menu and has the status Needs revision.