Purchasers

Use purchasers to:

• match email addresses to people,
• help AI choose the correct purchaser,
• assign imported Monzo batches to the correct person,
• send missing-receipt chaser emails,
• connect grant assignments and timesheets to people.

Add a Purchaser

1. Open Settings.
2. Find Purchasers.
3. Select Add Purchaser.
4. Enter the person's name and email address.
5. Add extra email addresses if the person sends receipts from multiple accounts.
6. Save.

Use real email addresses where possible. If a schedule import contains a person with no email address, GrantKeeper may create or use a name-only person reference. Name-only records can help with schedules, but they are less useful for receipt chasing.

Suggested Purchasers

Expand Suggested purchasers below the purchaser list to see people found in existing entries, imports, table teams and processed documents available to you. Review the name, email and source, then select Add or Ignore. Ignored suggestions stay hidden for the organisation. Use Refresh suggestions to check again after adding data.

Adding a purchaser does not invite them to the organisation or give them app access. Check and add their email addresses before sending receipt chasers.

Edit Purchaser Emails

Add all common email addresses for each person:

• work email,
• personal email used for forwarded receipts,
• aliases,
• bank/export email variants.

If a chaser email cannot find a person, update Purchasers and try again.