Multi-Site ID allows you to set custom rules up at a supplier level to determine how bills are coded based on a keyword, or "site ID".

As an example, picture a restaurant group running all their bills through 1 Lightyear account. Multi-Site ID will allow them to have their bills automatically coded with unique GL Codes or Tracking Categories, depending on which specific restaurant a bill is for.

Before you can start setting your rules, you need to enable Multi-Site ID in Company Settings

Once on, head into edit any Supplier, and you'll see the new Multi-Site ID table. This is where you can start setting your rules.

The set up is simple. Under "Site ID", enter a string of text found on bills from that supplier that's unique to that site. This would typically be an address or a post code, but you can enter anything that's unique to that specific location. The system will try to find anything that is close to matching the Site ID, ignoring punctuation, capital letters and spacing, but an exact match would be preferred. Once that's done, set the GL or Track Category you'd like to see automatically populated for that site. You will also need to set a user that will approve these inoi

WARNING - If you want your Line by Line Rules to apply at product level , then do not set Multi-site ID for that supplier.  The multi-site rule will over-ride your product level automation rules settings. 

That's all there is to it! Once a bill from that supplier is mapped and sent to your approvals tab, we'll scan the document for the Site ID keyword and automatically apply your chosen GL and Tracking Category defaults to each line on the bill. This will override any defaults set at the supplier level, and in the Product List.