How to Merge Vendors?

Modified on Tue, Apr 11, 2017 at 10:13 AM

You can now merge vendors straight from your dashboard. The new Vendor Center provides detailed information regarding your vendors.

Once you search and select the vendor from the list provided on the left side of the screen, click on Merge Vendor. (See below)

You will be prompted with your complete vendor list, where you will be able to select the duplicate vendor needed to be merged. (See below)

Finally, before completing the merge you will be asked to confirm which vendor should remain as the primary on your account. 

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

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