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How to map credit card merchant categories on Cezanne Expenses

Learn how to map merchant categories from your bank statement to their equivalents in Cezanne Expenses, so corporate card transactions automatically pre-populate with the correct category in the claimant’s Pending Credit Card tab.

Before you start

  • Ensure that you are logged into your expenses platform as an Administrator

Steps to follow

  1. Click Administration then Credit Card

  2. Select the Map Merchant Category tab

  3. Select the Credit Card type from the drop down

  4. Now select the category equivalent to the Merchant Category

  5. Repeat this action until all Merchant categories are mapped

  6. Click Save to keep your changes

GIF showing how to map a merchant category

📝Note

This needs to be done at division level. If you have more than one division, go to each division and repeat the steps.