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.