Summary: Service Provider Aliases can assist the OCR step in the Invoice process to complete data entry fields based on a service provider’s name and account details. Simply enter the Service Provider’s name into Service Providers > Service Provider List and select that provider.
Navigate to Service Providers > Service Provider Alias.
Please note that the OCR list is global, so you do not need to change the association.
If A One Construction sends in invoices to your invoice email, entering in a Service Provider Alias will help the system to match this provider to the invoice action item. This can also help with invoices uploaded through the Desktop Utility. To do so, click + New Alias. Note: this is not used for Service Provider DBAs.
Type each name, nickname, and any other unique factors into one new alias at a time.
For example, with A One Construction, I would put their name in as one Alias, click Update, then create a New Alias for their nickname, click Update. And I might create a New Alias with their email address or their physical address to help identify them even more separate from any other providers in your database.
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