Note: this functionality is only available for Direct Receipt Bank Accounts, or Streamline and Optimize partner accounts. Find out more about the different Receipt Bank products here.
The Suppliers page lists all of the businesses that you’ve previously purchased from.
You can access the ‘Suppliers’ page by pressing the ‘Suppliers’ button on the white toolbar.
If you submit a receipt or invoice from a new supplier, they’ll be added to your Supplier list.
Suppliers are also imported from your integrated accounting software. Press the ‘Reload’ button to perform an immediate check for recently added or deleted suppliers.
To Merge Suppliers
From the Suppliers page, use selection checkboxes and ‘Merge’ buttons to combine or delete vendors from your list.
Click the name of the Supplier, and you’ll access the ‘Supplier Rules’ menu. Here, you can set ‘Autopublish’, ‘Supplier Rules or Smart Split actions for this supplier. This will create automated behaviours for whenever a document from this supplier is submitted to Receipt Bank.