Neat Smart Organization System - Delete a Vendor

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

Help! I misspelled the name of a vendor. How do I fix it?

To Fix/Delete a Misspelled or Duplicate Vendor

  1. Locate all records that include the misspelled vendor. The best way to do this is to use the Neat filter feature. Click on Filter
  2. In the filter options to the left, specify your item type and then place a check mark in front of all the misspelled vendors. All of the items that match your filter settings will populate in the item list.
  3. One by one, edit each item and make sure you enter the correctly spelled vendor.
  4. Once all of the records are spelled correctly, the incorrectly spelled vendor will be removed from your vendor list.


How did we do?


Powered by HelpDocs (opens in a new tab)