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Add a merchant

Learn how to add your merchants to the Admin area.

J
Written by Jack
Updated over a week 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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