Suppliers

A supplier is the business or person you paid. TREVY saves each supplier once, with a Tax ID and a default category, so you can select it on an expense instead of typing the details every time.

Open Suppliers from the Suppliers page of the Expenses screen (use the swap icon in the top bar), or create one from the + menu.

Create a supplier

Open Suppliers and tap the create button, or choose Supplier from the + menu.
Enter the Supplier Name (required).
Enter the Supplier Tax ID if you have it. For Australian suppliers this is the ABN.
Choose a Default Category (required). This is suggested whenever you select the supplier on an expense.
Tap Add Supplier.

Edit a supplier

Open a supplier, change its name, Tax ID, or default category, and tap Save Supplier. The details updated here apply to future selections. Expenses that already recorded the supplier keep their own copy of the name and Tax ID.

Use a supplier on an expense

On an expense, tap Supplier and choose the supplier from the list. Selecting a supplier:

Fills in the supplier name and Tax ID on the expense.
Applies the supplier's Default Category to the expense, which you can change.

If the supplier is not listed, create one without leaving the expense form. See Create and manage expenses.

Search suppliers

On the Suppliers page, use search to find suppliers by name or Tax ID. Use the filter control to sort by name, A to Z or Z to A, and to reset the filters.

Supplier details and receipt scans

Receipt scanning can match a saved supplier or suggest a possible match. Review the name and Tax ID before accepting the suggestion. Choose the existing supplier when it is the same payee, rather than creating a duplicate for each receipt.

Changing a supplier's default category does not recategorise every saved expense. Review or correct an existing expense from its own details screen. Similarly, a supplier's Tax ID is a stored detail; entering it does not automatically determine the expense's GST treatment.

Delete a supplier

Open a supplier, tap the delete icon, and slide to confirm.

TREVY cannot delete a supplier that is used by an existing expense or recurring expense. If you try, TREVY explains that the supplier is in use. A supplier that has never been used can be deleted.