Skip to content
Sign in to Docyt
  • There are no suggestions because the search field is empty.

How to Resolve Duplicate Vendors


Steps to Resolve Duplicate Vendors:
  1. Identify vendors that can be merged from the dashboard under this sign.                               
     
  2. To access 'Duplicate Vendors', simply click on the link that appears on the main Dashboard.

  3. Click on Review to start the Vendor Merge.
  4. You can also go to the Module Expense > Vendors > All Vendors.
  5. To filter the vendors and only show those with merge potential, simply check the checkbox labelled 'Show only Vendors with merge option available' at the top right.



  6. Click on the option labelled 'Possible Duplicate Vendor' located under the name of the vendor.
  7. A pop-up window will appear where you can double-check that the vendor information is accurate.
    1. Choose the option 'Merge with this vendor'.
    2. Check-mark the checkbox 'By selecting this check box, you are confirming you have reviewed this vendor's information and that it will be added to your "My Vendors" list.'
    3. Click on the 'Next' button to proceed.
    4. Note: If you select 'Do not merge with this vendor', Docyt will not ask you to merge with the proposed vendor again. 
  8. Review the changes:
    1. Click the checkbox 'I confirm that I have validated this Vendors' information and I would like to add them to "My Vendors" list.'
    2. Click on the 'Merge' button.
  9. The vendors have successfully been merged into a single vendor.