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Please note:
  1. Only the Administrator who first created a Custom Merchant Category can delete it.
    • If the Administrator who created the Custom Merchant Category has left your organization, then send an email to adminsupport@pexcard.com. PEX Support can help you with the issues regarding editing and deleting Custom Merchant Categories when the person who created them is no longer available.
  2. PEX Categories. You cannot delete the 13 original PEX Merchant Categories (Associations & Organizations, Automotive Dealers, Educational Services, and so on), which are indicated with the blue PEX logo.
  3. Locked Categories. You cannot delete any Merchant Categories that are indicated with a lock.

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How to Delete a Custom Merchant Category

1
Log into to dashboard.pexcard.com
2
Click the “Business Settings” tab
3
Click “Merchant categories” tab in Business Settings
4
Click on the “X” at the end of the Custom Merchant Category row
  • If the category is assigned to cards, then the PEX system will provide a warning
  • You can then either cancel the action, or you can proceed to delete the category
Click the “X” to delete the Custom Merchant Category
Note:
  • Spending Policies and cardholder Spend Rules that had the deleted Custom Merchant Category in them will be updated in real-time
  • The deleted category will no longer be listed in the Merchant Category tab nor will it be listed as an option for Spending Policies, or under cardholder Spend Rules
Last modified on April 22, 2026