Adding Merchants

Follow
A merchant is a company, an organization, or a person to whom a payment has been or needs to be made.
 
Adding Merchants to Your Account
You can add merchants to your account by going to the Merchants Tab in the Account Management page

  1. Click on the Welcome Tab button in the upper right corner of the screen and select Merchants.


  2. This will take you to the Merchants Tab in the Account Management page, Cick on the Green "+Add" button 
  3. Select, from the drop down category list, the correct category for the merchant listed. 
  4. Enter the name of the merchant, i.e. Safeway, Wal Mart, Target, etc.
  5. Click on the Orange SAVE button in the lower right corner of the merchants field to save the merchant to your account.

  6. If you need to add more Merchants repeat steps 2 through 5 for each merchant.            
  7. After a merchant is saved, it will automatically appear in a drop down list of merchants you have added in the Add Expense Window.

Note: You can delete a merchant at any time from your account by clicking on Actions button at the far right of each merchant on the Account Management page and selecting Delete
Have more questions? Submit a request

Comments

Powered by Zendesk