Help documentation

Merchants

Merchants refer to vendors or sellers from whom your employees buy goods and services. When your employees incur expenses from these merchants, you can record their details in Zoho Expense. In this page you will learn how to add merchants and merge merchant entries. Merchants

Adding a Merchant

To add a merchant:

You can now associate the merchant using merchant code while creating expenses.

Merchants

Merging Merchant entries

You can merge two merchant entries into one when there is a duplication in your merchant list.

Let’s take an example where your organization has a merchant named “Willpower Inc.”, and you’ve created a new merchant entry for the same. Now, if another user in your organization creates another entry named “Will power Inc.”, then there will be two merchant entries with the same name. Under such conditions, you can merge both the entries into one. To merge merchant entries:

Merge Merchant Entries

Note: Upon merging, one of the two expenses will become the master, and the details of the other expense (child) will be transferred to the master expense. (The child expense will be deleted.) This merge cannot be undone.

Did you find what you were looking for?
Thank you for your feedback!
TOP
double quotes
Rated by the best
Request a demo

*
*
*
*
*
*
*
*

By clicking Submit, you agree to our Privacy Policy.

Request a demo