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Add a merchant

Learn how to add your merchants to the Admin area.

J
Written by Jack
Updated over 10 months ago

Account Administrators can add merchants that will appear when your users complete the merchant field on their expenses from the Merchants section of the Admin area.

To add a merchant, follow the steps below:

1. Click the Account Name > Admin.

2. In the Account Setup section, click the Merchants subheading.

3. Click the New Merchant button.

4. In the pop-up window, enter the details for the new merchant.

  • Merchant Name - set the name of the merchant. This will be what users see when completing the merchant field on their expenses.

  • Reference (optional) - add a reference or code you can use if you want to map the merchant to your accounting package.

5. Click Create.

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