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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:

  • Bill description
  • Account
    • Account description
    • Department
    • Location
    • Customer: Job
    • Class
  • Approvers

Things to know

  • Items, 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