Account Administrators can edit or delete merchants that appear when users complete the merchant field on their expenses from the Account Setup section of the Admin area.
How to edit a merchant
To change the name or reference of an existing merchant, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Merchants subheading.
3. Click the Edit icon next to the relevant merchant, or click the three dots icon and select Edit from the drop-down.
4. Update the merchant name or reference as required.
5. Click Update.
How to delete a merchant
To delete a merchant that is no longer required, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Merchants subheading.
3. Click the three dots icon next to the relevant merchant and select Delete from the drop-down.
Note: To delete multiple merchants, tick the checkboxes next to them, then click Actions and select Delete from the drop-down.
4. Click Continue on the pop-up window to confirm the deletion of the selected merchant(s).
