Vendor Alias

Vendor Aliases can assist the OCR step in the Invoice process to 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 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 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.