With automatic line item capture, documents from the vendors you select are captured with the amount split automatically.
For the documents where it is turned on for the vendor, this means that the split of the amount and the categories previously selected for those lines are remembered and saved for the next time a document comes in for that vendor.
To turn on automatic line item capture for one or more vendors, do the following:
1. Go to the Vendors tab in the left sidebar, under Bill Pay.
2. Then open the vendor or vendors on the list that you want to activate automatic line item capture for, go to the individual vendor's settings, and select the Enable line item capture checkbox.
3. That's all it takes — automatic line item capture is now turned on for that vendor.
See the section "What should I be aware of?" below for more information about the feature.
What does automatic line item capture mean?
Activating automatic line item capture on a vendor means that the lines on the documents are captured, split and distributed by amount and line description automatically, and that each line has to be coded individually.
The first time you receive a document from a vendor, you have to code the individual lines manually with the correct category/account.
When you receive documents from that vendor in the future, Corpay One automatically remembers the coding you selected for the individual lines. The selected coding is remembered based on the vendor's ID and the line description for that line.
What should I be aware of?
Corpay One's ability to remember the previously selected coding is based on the individual line description/item description on the invoice. If it changes from one time to the next, Corpay One can't identify the previously selected coding, and you therefore have to select it manually for that line.
The individual lines are captured excluding VAT, unless the amounts on the invoice are distributed including VAT - so be aware that you typically have to code with categories/accounts that are exclusive of VAT.
VAT is captured as a separate line of its own.
If you want more information about manual line items and splitting amounts, please see the following article.