Use the 'Merge' tool to combine two or more suppliers into a single supplier. This can help remove duplicate suppliers, or to delete unneeded suppliers.
When you submit a receipt, invoice or other piece of financial paperwork, Receipt Bank will read and record the Supplier who you purchased from. You can merge two or more suppliers into one record.
To merge two suppliers:
- Click into the 'Suppliers' page
- Use the checkboxes to select the suppliers you would like to merge
- Click the 'Merge' button
- Select which of the Supplier's names to keep
- Click 'Merge'