Supplier Aliases
Supplier aliases automatically match extracted document names to the correct supplier in your contact master.
Updated
What are aliases?
Supplier aliases streamline the process of matching extracted document names to correct suppliers in your contact master. For instance, if you receive an invoice from "Microsoft Inc" but your system lists the supplier as "Microsoft," you can create an alias to ensure automatic matching in the future rather than manually correcting it repeatedly.
How To Add An Alias
Two primary methods exist for creating supplier aliases:
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From a Submitted Document When you update an extracted supplier name to match an existing contact, an "Add Alias" option appears. Selecting this links the extracted name to the contact automatically.
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From the Contact Master Navigate to Related > Company to view all current aliases for a supplier. You can also add new aliases directly from this location.
How To Edit / Delete an Alias
Editing: Click the alias pill, modify the text, and click the green checkmark to save your changes.
Deleting: Click the red "X" button on the right side of the alias pill to remove it.