Contents x
      Manage Vendors
      • 02 Aug 2024
      • 1 Minute to read
      • Print
      • Dark
        Light
      Contents

      Manage Vendors

      • Updated on 02 Aug 2024
      • 1 Minute to read
      • Print
      • Dark
        Light
      Article summary

      Adding a Vendor

      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. Tap "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. Tap the current vendor
      4. Tap “Add New Vendor”
      5. Enter a vendor name
      6. Tap "Save"

      Editing a Vendor

      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
      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
      3. Tap the current vendor
      4. Tap “Edit” (bottom right)
      5. Tap the ">" symbol to the right of the vendor to edit it
      6. 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

      1. Tap the "Transactions" tab
      2. Tap any expense
      3. Tap the current vendor
      4. Tap “Edit”
      5. Tap the trashcan icon next to the vendor you want to delete
      6. Tap “Done”
      Was this article helpful?
      What's Next