This is a simple, one-time setup that will save you (and your finance team) hours of manual work: mapping your ERP supplier names to transaction merchant names.
The goal is to have every Qashio transaction automatically tagged with your company's correct supplier name, ready to be imported directly into your ERP.
Let's Get You Started
This is a "set it and forget it" process:
If you have an ERP integration set up with Qashio, skip directly to step 3 below, as your supplier names would already be in Qashio. If you need an ERP integration, contact your customer success manager.
To begin this process, you need to upload the supplier names (an Excel or CSV list is perfect) to your Qashio account. To do this:
Go to the Suppliers tab.
Click the Create Supplier button on the top right.
In the bulk upload tab (as can be seen in the image below), download the template.
Fill the template with your supplier names and then upload it.
Then, map the Qashio merchant names with your newly uploaded supplier names.
You can do this in the Suppliers tab under the Accounting tab in the left navigation bar.
Here you can update the individual merchant names with the corresponding Supplier names, one by one.
Or you can download the Supplier mapping template, update that and upload it to map the suppliers and merchants in bulk.
The template can be downloaded from the top left button when you click the Upload Supplier Mapping option under Actions.
That's it.