Search for Merchant Category Code References

Use the Personal Expense Types submodule to search for merchant category code references.

To use Personal Expense Types in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a merchant category code reference:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the merchant category code reference that you are looking for.
  3. In the left pane of the Settings screen, click Price Lists & Activities > Personal Expense Types.
  4. Click the Merchant Category Code Reference Setup tab and on the grid toolbar, use the Search in grid field to enter a keyword associated with the merchant category code reference.