Supplier Rules in Weel help automate the coding of invoices by assigning default settings like 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 an invoice payment from this supplier is created in future, but they can be manually adjusted if needed at the invoice 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 Make a payment.
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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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Owner – Select the default owner responsible for 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.