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How to Manage Vendor Settings with the AI Assistant

Updated over 3 weeks ago

Create and update address codes, provider terms, PO categories, and invoice categories.

What you can say

  • "Create address codes for East Region, West Region, and Central."

  • "Add Net 30 and Net 60 as provider terms."

  • "Create PO categories for Capital, Maintenance, and Janitorial."

  • "Create vendor invoice categories that match our GL structure."

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