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 won't be auto-populated by Smart Data
• Smart Data is vendor-bill specific
• Some fields listed above need to be enabled via Accounting preferences under Settings to show up
• If using the Pay a vendor feature, smart data won't add approvers to the associated bill
• Smart Data will add approvers to bills that are synced in from your accounting system