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
• If using the Pay a vendor feature, smart data will not add approvers to the associated bill
• Smart Data will add approvers to bills that are synced in from your accounting software
• Smart data will not be available for bills linked to Purchase Orders if using our Purchase Order sync feature with Sage Intacct or Oracle NetSuite
  • Purchase Order sync currently only offered with Sage Intacct and Oracle NetSuite