Manage Vendors
- 28 Oct 2024
- 1 Minute to read
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Manage Vendors
- Updated on 28 Oct 2024
- 1 Minute to read
- Print
- DarkLight
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Adding a Vendor
To add a new vendor through the Quick Scan UI
- Tap the blue "Scan" button
- Scan a receipt until the receipt preview appears
- Tap the current vendor
- Tap "Add New Vendor"
- Enter a vendor name
- Tap "Save"
To add a new vendor when editing an expense
- Tap the "Transactions" tab
- Tap any expense
- Tap the current vendor
- Tap “Add New Vendor”
- Enter a vendor name
- Tap "Save"
Editing a Vendor
To edit a vendor through the Quick Scan UI
- Tap the blue "Scan" button
- Scan a receipt until the receipt preview appears
- Tap the current vendor
- Tap “Edit”
- Tap the ">" symbol to the right of the vendor to edit it
- Tap “Save”
To edit a vendor when editing an expense
- Tap the "Transactions" tab
- Tap any expense
- Tap the current vendor
- Tap “Edit” (bottom right)
- Tap the ">" symbol to the right of the vendor to edit it
- Tap “Save”
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.
To delete a vendor when editing an expense
- Tap the "Transactions" tab
- Tap any expense
- Tap the current vendor
- Tap “Edit”
- Tap the trashcan icon next to the vendor you want to delete
- Tap “Done”
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