Follow

Which suppliers should I set supplier rules for?

custom_only.pngSuppliers that are regularly used in the same or very similar contexts are exceedingly suitable for automation using supplier rules.

Train tickets, supermarket receipts, parking charges or other regularly used and trusted suppliers benefit greatly from the use of supplier rules, because they are usually paid in the same way, and are unlikely to vary.

Suppliers with unusually formatted invoices lacking certain information, such as payment method are also suitable for supplier rules.

Suppliers you do not use very often, or suppliers where details like due date, category or paid status often change are best dealt without auto-publishing.

Supplier rules can make your life much easier. Setting default categories and enabling auto-publish can automate much of the review process, saving time for both you and your clients.
Was this article helpful?
2 out of 2 found this helpful

Comments

Powered by Zendesk