Configuring Expense vs. Line-Item Capture on the Vendor Level

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Certain accounting systems, ex. NetSuite and Quickbooks, allow for the creation of both line-items and/or expense lines on vendor invoices.  MineralTree provides this same functionality, and allows users to control which line type is created by default during invoice capture.  A company level preference (line-item or expense) is defined during initial onboarding, and Accounting Managers have the ability to set a preference for individual vendors.

This is done by navigating to the Vendor Details page, and finding the setting under "Default Invoice Preferences." 

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Users can keep the company level default, or override it, and choose whether to default to expenses or line-items for all invoices coded to a particular vendor.  Regardless of this setting, users can always create expenses and/or line-items on any specific invoice.

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