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      Manage Vendors
      • 31 Oct 2024
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      Contents

      Manage Vendors

      • Updated on 31 Oct 2024
      • 1 Minute to read
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      Article summary

      Adding a Vendor

      Mobile App

      To add a new vendor through the Quick Scan UI

      1. Tap the blue "Scan" button

      2. Scan a receipt until the receipt preview appears

      3. Tap the current vendor

      4. IMG_2934 1.pngTap "Add New Vendor"

      5. Enter a vendor name

      6. Tap "Save"

      To add a new vendor when editing an expense

      1. Tap the "Transactions" tab

      2. Tap any expense

      3. Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpgTap the current vendor

      4. Screenshot_2024-10-28-08-50-48-799_com.easyexpense.jpgTap “Add New Vendor”

      5. Enter a vendor name

      6. Tap "Save"  

      Web App

      To add a new vendor when adding a new expense

      1. Open the web app

      2. Click on “Transactions”

      3. Click on “Add transaction”

      4. Type the new of the new vendor. It should show a “New” text

      5. Fill out the transaction fields as desired

      6. Click on “Save Expense”

      To add a new vendor when editing an expense

      1. Open the web app

      2. Click on “Transactions”

      3. Select the transaction you want to edit

      4. Type the new of the new vendor. It should show a “New” text

      5. Fill out the transaction fields as desired

      6. Click on “Save Expense”

      Editing a Vendor

      Mobile App

      To edit a vendor through the Quick Scan UI

      1. Tap the blue "Scan" button

      2. Scan a receipt until the receipt preview appears

      3. Tap the current vendor

        IMG_2934 1.png

      4. Tap “Edit”

      5. Tap the ">" symbol to the right of the vendor to edit it

      6. Tap “Save”

      To edit a vendor when editing an expense

      1. Tap the "Transactions" tab

      2. Tap any expense

        Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

      3. Tap the current vendor

      4. Screenshot_2024-10-28-08-50-48-799_com.easyexpense.jpgTap “Edit” (bottom right)

      5. Tap the ">" symbol to the right of the vendor to edit it

      6. Tap “Save”

      Web App

      At the moment, this feature is only available through our Mobile App

      Deleting a Vendor

      When deleting a vendor, the vendor will be deleted from all expenses that have that vendor. There is no confirmation when deleting a vendor or the ability to restore a vendor.

      Mobile App

      1. Tap the "Transactions" tab

      2. Tap any expense

      Screenshot_2024-10-23-10-11-14-969_com.easyexpense.jpg

      1. Tap the current vendor

      Screenshot_2024-10-28-08-50-48-799_com.easyexpense.jpg

      1. Tap “Edit”

      2. Tap the trashcan icon next to the vendor you want to delete

      3. Tap “Done”

      Web App

      At the moment, this feature is only available through our Mobile App

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