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How do I set up contact (customer/supplier) rules?
How do I set up contact (customer/supplier) rules?

All you need to know about the customer and supplier rules (contact rules)

Marek Liszka avatar
Written by Marek Liszka
Updated over a week ago

Contact rules allow you to assign default behaviour for certain fields of documents coming from repeating suppliers or customers. Please note that contact rules will overwrite any information extracted from the document.

You can set up two types of contact rules for a selected contact:

  • Supplier rules - if this contact is your supplier, set up Supplier rules for them, and we'll use these to auto-fill any purchase documents from this contact.

  • Customer rules - if this contact is your customer, set up Customer rules for them, and we'll use these to auto-fill any sales documents from this contact.

If you expect to receive both purchase and sales documents from a selected contact, you can set up both the Supplier and Customer rules for them.

You can use Supplier or Customer Rules to assign a default:

  • Category

  • Due date calculation

  • Currency

  • Tax rate

  • Description

  • Mark as paid

You can also put your suppliers or customers on Auto-publish, which means that documents will be automatically published to Accounting software when they come into Apron. Read more about auto-publishing here.

The document can be auto-published whenever Apron has managed to extract all necessary information and the document is not deemed to be a duplicate. Currently, Apron does not filter out supplier statements, so if you receive such documents from a given supplier we recommend not setting them to Auto-publish.

You can set up Contact rules by clicking 'Set customer/supplier rules' on the Document review screen. Alternatively, you can navigate to the 'Contacts' section, select a contact, and go to the Customer/Supplier Rules tab.

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