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Add known merchants

Add in the names of suppliers you use regularly and they will appear in the time-saving auto-complete list on the expense claim form.

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Written by Jack
Updated over 5 months ago

Once a merchant has been created, it will appear when you fill in the merchant box of an expense claim.

1. Go to Admin and click Merchants.

2. Click the New Merchant button.

3. Add the Merchant Name.
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4. The Reference field allows you to add a reference or code which you can use if you want to map these merchants to your accountancy package.

5. Once you're happy, click Create.

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