Merging Expenses - keep categories and other attributes
When merging my expenses I am loosing the assignment of the category. Basically, if I am merging an two expenses, one with the category and the other one without, I would expect the category to be merged as well. The reason is very simple. ZOHO EXPENSE often is not able to derive a lot of information from the credit card statement and thus does not find the correct category, and the remains unassigned. When I load the receipt with the complete information an expense is created with the category.
Now when I merge the two expenses (which really I would expect ZOHO to do automatically) the category is lost as I am merging the expense created from the receipt into the one created by the credit card statement (I am forced to keep the credit card expense, which is not really plausible either - whilst it is important to keep the amount and maybe the date of the credit card line item, all other attributes should be open for change, so nothing impede a merge of credit card expense into another one).
I would expect the category to be carried over, if the category is not assigned in the target expense.
Dirk
shared this idea
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Craig Wikoff
commented
I agree. This is a pain, and should be fixed.