Audience: Accounting Manager
Summary: MineralTree allows users to default certain invoice information by vendor. For example, if your default invoice coding for "Acme Corp" invoices will always be the same location, class, department, etc., you can set up those preferences, so when the invoice is captured, they populate automatically saving you time.
You can do this by finding the vendor either by the Invoice or Search tab:
Select the Vendor name. This will bring up the Vendor Page:
On this page, scroll about 3/4ths of the way down to the "Default" section. Here you can populate the default invoice attributes for your vendor.