Smart Data

Smart data will automatically copy over relevant details for a bill from the previous bill for the same vendor in order to expedite the process of bill creation.

The following details will be automatically populated by Smart Data:

  • Payment Terms
  • Bill description
  • Account
    • Single Expense
    • Multiple Expenses
    • Account description
    • Department
    • Location
    • Customer: Job
    • Class
  • Items
    • Item description
    • Account
    • Department
    • Location
    • Customer: Job
    • Class
  • Approvers

Things to know

  • Amounts and invoice numbers will not be auto-populated by Smart Data
  • Smart Data is vendor-bill specific
  • Fields listed above need to be enabled via settings to show up