Manage Vendors
Last updated About 1 month ago
Adding a Vendor
Mobile App
Mobile App
To add a new vendor through the workspace settings
To add a new vendor through the workspace settings
Tap the gear icon (top-left)
Tap “Workspace Settings”
Scroll down
Tap “Vendors”
Tap "Add Vendor"
Enter a vendor name
Tap "Save"
To add a new vendor through the Quick Scan UI
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 Vendor"
Enter a vendor name
Tap "Save"
To add a new vendor when editing an expense
To add a new vendor when editing an expense
Tap the "Transactions" tab
Tap any expense
Tap the current vendor
Tap “Add Vendor”
Enter a vendor name
Tap "Save"
Web App
Web App
To add a new vendor when adding a new expense
To add a new vendor when adding a new expense
Open the web app
Click on “Transactions”
Click on “Add transaction”
Type the name of the new vendor. It should show a “New” label
Fill out the transaction fields as desired
Click on “Save Expense”
To add a new vendor when editing an expense
To add a new vendor when editing an expense
Open the web app
Click on “Transactions”
Select the transaction you want to edit
Type the name of the new vendor. It should show a “New” label
Fill out the transaction fields as desired
Click on “Save Expense”
Editing a Vendor
Mobile App
Mobile App
To edit a vendor through the Quick Scan UI
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
To edit a vendor when editing an expense
Tap the "Transactions" tab
Tap any expense
Tap the current vendor
Tap “Edit”
Tap the ">" symbol to the right of the vendor to edit it
Tap “Save”
Web App
Web App
Click the "Settings" tab
Click the "Vendors" section
Click the vendor row to open its edit window
Change the name or the "Default Category"
Click "Save Vendor"
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
Mobile App
Tap the "Transactions" tab
Tap any expense
Tap the current vendor
Tap “Edit”
Tap the ">" symbol to the right of the vendor you want to delete
Tap “Delete”
You can also reach the vendor list from the gear icon, "Workspace Settings", then "Vendors",
Web App
Web App
Click the "Settings" tab
Click the "Vendors" section
Click the trash icon next to the vendor you want to delete
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