How to map credit card merchant categories

 

  1. Click Administration
  2. Now click Credit Card
  3. Select the Map Merchant Category tab
  4. Ensure that the correct Credit Card type is selected e.g. Mastercard, Visa etc.
  5. Now select the Webexpenses category that is equivalent or nearest equivalent to the Merchant category from the category list
  6. Repeat this action until all Merchant categories are mapped
  7. Click Save to keep your changes.