Audience: Accounting Manager
Summary: This article reviews how to configure both line-items and/or expense lines on vendor invoices within MineralTree.
MineralTree 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.
To set a preference for a specific vendor, navigate to the Vendor Details page, and scroll down to "Default Invoice Preferences." From there you can configure your line vs expense preferences for that particular vendor.
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.