Vendor Aliases help complete data entry fields based on a vendor’s name and account details. Simply enter the vendor’s name into Vendors > Vendor List and select that vendor.
Navigate to Vendors > Vendor Alias.
Please note that vendor aliases are global, so you do not need to change the association.
If A One Construction sends in invoices to your invoice email, entering in a vendor Alias will help the system to match this vendor 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 Vendor DBAs.
Type each name, nickname, and any other unique factors into one new alias at a time.
For example, with Awesome Management Company, 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 vendors in your database.
Vantaca can also match invoices to the right association. To set that up, see Association Alias.
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