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


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." 


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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