How to Merge Vendors?

Modified on Thu, Sep 26 at 5:33 PM

You can now merge vendors straight from your dashboard. Steps below:

1. Go to the Vendors

2. Select the vendor, and go to the "Merge" tab.

3. Use the drop-down to locate the duplicate entry.

4. Click on the primary vendor, and "confirm merge" to complete.

Please note: That the vendor with the Remit to Information MUST remain on your account, otherwise the system will create it again when digitizing.