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.

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.