The Suppliers Tab in Receipt Bank will be one of the most useful tools you come across! It allows you to set default rules for each of your suppliers.
You are able to:
- Set a rule to autocategorise a Supplier to a particular category or nominal code.
- Allocate a particular client or project to a supplier and their related outgoings.
- Set an invoice due date for any invoices from that supplier.
- Automatically publish specific suppliers’ items with your integration software - all the work is done for you!
You can set the basic rules from within the main supplier view, clicking into a supplier will allow you to set even more defaults.
What's best is that now you can split those rules in percentages according to your business/personal needs!