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How do contacts work in Apron?
How do contacts work in Apron?

All you need to know about contacts at Apron

Arthur Uzbekov avatar
Written by Arthur Uzbekov
Updated over a month ago

Contacts are a list of your suppliers and in general, accounts to which a payment can be made.

You can create contacts in any of the following ways:

  1. Auto-capture from an uploaded bill (expenses) attachment.

  2. Import from a payroll payment file when you pay wages.

  3. Add manually, which is typically the case for manual payments like inter-company transfers.

We will always validate the new bank details using several techniques, including a Confirmation of Payee system that checks whether the account exists and if the name of the beneficiary matches the name of the account owner.

If there is a new contact or an existing contact has been edited, we'll highlight them in the interface so that you can double-check and eliminate human error or fraud.

We'll store your contacts in Apron for future payments.

Contacts in the 'Contacts' tab are ones imported from Xero/QuickBooks.

If you would like to see contacts created manually (except ones created when uploading a payroll file) together with contacts imported from Xero and QuickBooks, go to 'Pay' > '+New Payment' > 'Enter manually'.

You can also set up Contact rules, which allow you to automate filling in the details from documents for or from selected contacts. Learn more in our article: How do I set up contact rules?.

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