Smart Data
Smart data will automatically copy over relevant details for a bill from the previous bill for the same vendor, in order to expedite the process of bill creation.
The following details will be automatically populated by Smart Data:
- Payment Terms
- Bill description
- Account
- Single Expense
- Multiple Expenses
- Account description
- Department
- Location
- Customer: Job
- Class
- Items
- Item description
- Account
- Department
- Location
- Customer: Job
- Class
- Approvers
Things to know
- Amounts and invoice numbers won't be auto-populated by Smart Data
- Smart Data is vendor-bill specific
- Some fields listed above need to be enabled via Accounting preferences under Settings to show up
- If using the Pay a vendor feature, smart data won't add approvers to the associated bill
- Smart Data will add approvers to bills that are synced in from your accounting system
ACCOUNT SETUP View all
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