Merchant Category Code Mapping to Expense Categories

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If users have a corporate credit card feed or a custom expense import via SFTP, Administrators can link one or several Merchant Category Codes to an expense category.

After a merchant code and category are linked, future transactions which import with the specific merchant code will auto-categorize to the expense category defined by the Administrator.

This article shows you, a Certify Administrator, how to map merchant category codes to expense categories.

Step 1: On your Certify homepage, click Configuration.

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Step 2: Click View and Edit Expense Categories.

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Step 3: Enter search criteria for the expense category you'd like to edit, then click Submit.

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Step 4: From the mapping screen you can select one or more merchant codes to link to an expense category. When a merchant code is linked to an expense category, any transaction which imports with the applicable merchant code will auto-categorize to the expense category in question.

Please Note: Imported expenses which have been auto-categorized will override the end user's category selection when the receipt merges to the expense.

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Use Merchant Code Group to filter the list by Airlines, Hotels, Cars, Meals, or Miscellaneous codes.

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If you know the specific merchant code or merchant code description, use the Keyword search to further refine the list.

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If you prefer to only see merchant codes which have imported from your company's credit card feed, toggle the Imported Codes Only slider.

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Step 5: Click Link to link to a merchant code to an expense category.

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Now all linked merchant codes will appear at the top of the list. Any future transaction which imports with a corresponding merchant code will auto-categorize to the expense category selected.

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