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How to Change a Vendor on a Transaction
How to Change a Vendor on a Transaction

We don't currently allow you to edit a vendor, but you can add and change one on a transaction.

Luke Frye avatar
Written by Luke Frye
Updated over a week ago

If we've not made the correct vendor assignment, or perhaps you want to change it to match a new name, then you want to change a vendor on a transaction.

Note: we currently don't support editing vendors.

Here's how to edit the vendor on your transactions:

  1. Go to Transactions

  2. Navigate to the transaction side-bar on the transaction in question (click on the blank space)

  3. Make sure the transaction is not "Finalized" (that's when there's a green check on it).

    1. If it's "Finalized" click the green check and it will revert to "User assigned" and be editable.

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