Please Note: You must be on an active Neat (Yearly) or Neat (Monthly) subscription in order to take advantage of the features in this article.
Neat makes organizing a breeze with vendor mapping! In Neat, vendor mapping allows you to assign categories to vendors in the transactions section of Neat. Neat will automatically update a transaction's category to a mapped category.
Vendors are automatically enabled when created. The icon to the left of the vendor name indicates if it is enabled or disabled. A blue eye icon indicates it is enabled. A gray eye with a slash indicates it is disabled.
To enable a vendor:
If a vendor is disabled, place a check mark in the box immediately to the left of the vendor to re-enable it.
To disable a vendor:
Click the check mark immediately to the left of the vendor to disable it.
The icon and the vendor name will turn gray indicating the vendor is now disabled.
Please Note: If you attempt to disable a vendor that is already in use in your transactions, you will receive the following message:
"This vendor is currently assigned to one or more transactions and cannot be disabled."
Deleting vendors:
You cannot delete vendors but you can disable or edit them to change the name as needed.