Supplier Rules in Weel help automate the coding of bills by assigning default settings like bill owner, budget, and category to a specific supplier.
Setting up supplier rules is an optional configuration - it ensures consistency and reduces manual work when processing invoices.
Please note, these rules will automatically apply whenever a bill from this supplier is created in future, but they can be manually adjusted if needed at the bill level.
Here's how to create a supplier rule in Weel:
Step 1: Navigate to Supplier Details
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On the Bills dashboard, click the button to create a new bill.
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Upload an invoice. The system will extract details, including supplier information.
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After selecting the correct supplier, click Edit Supplier to access the supplier details.
Step 2: Set Up Supplier Rules
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In the Supplier Details panel, you’ll find fields for setting default supplier rules.
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Assign the following default settings:
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Bill Owner – Select the default bill owner responsible for approving the bill.
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Budget – Choose the budget to which expenses from this supplier should be allocated.
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Category – Assign the relevant category to streamline financial reporting.
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Step 3: Save and Apply the Supplier Rule
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After reviewing and setting the Supplier rule, click Save to apply the changes.
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The new supplier rules will now be used for future invoices from this supplier, reducing the need for manual coding each time.