Explore the Top Merchants Insight
Explore the Top Merchants Insight
Top merchants shows which merchants account for the highest total spending across expenses you have permission to view.
You can use Top merchants to:
- Identify merchants with the highest spending.
- Monitor spending patterns by merchant.
- Find recurring vendor costs.
- Spot opportunities to negotiate better rates.
What Top merchants shows
Top merchants highlights the five merchants with the highest total spending, ranked from highest to lowest.
Each merchant is represented by a bar, making it easy to compare spending amounts. The table below the chart shows:
- Number of expenses: How many expenses contribute to the merchant’s total.
- Total spend: The combined amount of expenses for that merchant.
- Percentage of total spend: The merchant’s share of overall spending.
This makes it easier to compare spending across merchants and identify where the most money is being spent.
Who can see Top merchants
Top merchants is available to all members.
The expenses included depend on your permissions:
- Workspace admins and auditors can see expenses across their workspace.
- Approvers can see expenses submitted to them.
- Members can see their own expenses.
You won’t see expenses you don’t have permission to access.
How Top merchants is calculated
Top merchants groups expenses by merchant and ranks merchants from highest to lowest total spend.
Results include expenses within the selected date range that you have permission to view. Amounts are converted to the selected Group currency.
Merchant names come from receipt data and card transactions, so the same vendor may appear under different names. Each merchant name is counted separately.
The Date, Workspace, and Group currency filters are shared across all insights, allowing you to adjust which data appears.
How to explore Top merchants
Top merchants displays the five merchants with the highest total spend for the selected date range.
To see spending for every merchant, select More (⋮) on the visualization, then select View on Spend. This opens the related results in Spend, where you can explore spending beyond the top five merchants.
You can also select a merchant’s bar to open Spend with the expenses for that merchant, listed from newest to oldest.
Learn how to explore expenses from an insight.
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FAQ
Can you export Top merchants?
Grouped totals and summary data can’t be exported directly from Top merchants, but you can export the underlying expenses from Spend.
What other insights are available?
Additional insights help you analyze spending from different perspectives:
- Spend over time shows how total expenses change over a date range.
- Top spenders shows which members have the highest total spending.
- Top categories shows which expense categories account for the most spending.
Learn more about the available insights.
Why does the same merchant appear more than once in Top merchants?
Merchant names come from receipts and card transactions, so the same vendor may appear under different names, such as “Amazon.com” and “AMZN Marketplace.”
Each name is counted separately. Select a merchant to review its expenses in Spend and confirm whether the expenses belong to the same vendor.
Why is an expense missing from Top merchants?
An expense might not appear if:
- You don’t have permission to view it.
- It falls outside the selected date range.
- Its merchant isn’t among the five highest-spending merchants shown in the visualization.
- It’s recorded under a different merchant name.
To explore spending beyond the top five merchants, select More (⋮), then View on Spend.
