When using Automatic Line Items, your selected vendor's invoices will be analysed with automatic splitting of the amount.
This means, for the invoices where it is enabled for the Vendor, that the breakdown of amounts and previously selected categories for these individual lines will be remembered and saved until the next time a invoice is uploaded for the vendor in question.
To enable Automatic Line Items on one or more vendors, do the following:
1. Navigate to your Vendors tab in the left side menu, under the tab, Bill Pay.
2. You then access the vendor(s) on the list that you wish to activate Automatic line Items for, and navigates to the individual vendor's settings, after which you check the box for Automatically Scan Line Items.
3. Nothing more is required, Automatic Line Items has now been switched on for the vendor in question.
See the section "What should I be aware of?" below, for further information about the feature.
What does Automatic Line Reading mean?
By activating Automatic Line Items on a vendor, this means that the lines of the attachments are automatically read and divided into rows, amounts and line description and will have the option of individual categorization.
The first time you receive a invoice from a vendor, you will have to manually categorize the individual lines with the correct category/account.
When you receive or upload invoices from the relevant vendor in the future, Corpay One will automatically remember the selected category for the individual lines. The selected category/account is remembered based on the supplier's ID and the line description for the line in question.
What should I be aware of?
The possibility for Corpay One to remember the previously selected category/account is based on the line's individual text/item description on the invoice. If it changes from time to time, Corpay One will not be able to identify the previously selected category/account and you will therefore have to select it manually for the row in question.
The individual lines are read as ex. VAT - you should therefore be aware that accounts must typically be selected with categories/accounts which are exclusive of VAT.
Any VAT, Shipping or Tax will be given its own individual line/row.
If you want more information about manual Line Items and splitting amounts, please see the following article.