What are aliases?
Supplier aliases provide a streamlined way to match the names extracted from submitted documents to the correct suppliers in your contact master.
For example, you might receive an invoice from "Microsoft Inc," but in your accounting system, the supplier is simply listed as "Microsoft." Instead of manually correcting this every time, you can add "Microsoft Inc" as an alias for "Microsoft"—ensuring automatic matching in the future.
How To Add An Alias
There are two main ways to add supplier aliases:
From a Submitted Document
When updating the extracted supplier name to match an existing contact, you’ll see an option to "Add Alias." Clicking this will link the extracted name to the contact automatically.
From the Contact Master
Navigate to Related > Company to view all existing aliases for a supplier. You can also add new aliases directly from this view.
How To Edit/ Delete an Alias
To edit an alias, click the alias pill, update the text, and click the green tick to save.
To delete an alias, click the red "X" on the right side of the alias pill.