How can we help?

Editing a Custom Merchant Category

Custom merchant categories are currently available with selected plans.

  • Start by selecting “Merchant categories” on the right hand side of the Cards tab in the Admin portal.


  • Only the Admin who originally created the custom merchant category can edit it.  Categories you cannot edit are indicated with a lock.
  • PEX merchant category cannot be edited.


  • Select the name of the category to open the edit screen.
  • On the next screen add or remove Visa MCCs by selecting an item in a box, clicking the highlighted arrow to move the item to the adjacent box and click the “Update category” button.  
  • Spending rulesets and cardholder spend rules that have this category are updated in real-time.