Automatic supplier matching and creation

Where to find it

Incoming invoice processing → supplier matching during extraction

✅ Common tasks

See matching order

1. Check the extracted supplier VAT number first.

2. Check the extracted supplier IBAN next.

3. Check the extracted supplier name last.

When an IBAN is shared by multiple suppliers, Cashfeed skips it and tries the next one.

Understand auto-creation

1. Let Cashfeed create a supplier when no match is found and a real name exists.

2. Keep automatic creation enabled in your organisation.

3. Make sure the supplier VAT is not your organisation VAT.

4. Review the new supplier fields Cashfeed copies from the invoice.

Cashfeed does not create suppliers from placeholder names like an unknown supplier label.

See what gets updated

1. Let Cashfeed link the supplier bank account after a match by IBAN.

2. Let Cashfeed store a usable supplier email after matching or creation.

3. Check the suggested supplier data on invoices with extraction details.

4. Use the extracted details to pre-fill supplier fields.

Cashfeed only saves a VAT number when it is valid for the extracted country, or the country cannot be validated.

🔗 See also

• Incoming invoices

• Editing incoming invoice details and suppliers

• Suppliers (Companies)

• Supplier verification prompts

• Getting documents into Cashfeed