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