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Partner aliases

Irrespective of the spelling from all the different providers, we want the different spellings to always mean one specific partner.

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over 6 months ago

Step 1: Search for your partner

Step 2: Edit the partner by clicking on the pencil on the right-hand side of the item

Step 3: Scroll down all the way to the bottom to find “Aliases for partner name

Step 4: Add an alias for the partner

Step 5: enter the name as it appeared on the statement and click “Save”

You can add as many partner aliases as you’d like.

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