How do I identify my top 10 vendors?
If your organization has access to Rillion Analytics, you can use it to quickly identify your 10 biggest vendors based on invoice volume by using the Invoice summary report. Start by opening Rillion Analytics and selecting the Invoice Summary report. Adjust the date range to focus on the most recent invoices so your analysis reflects current activity. You can see the vendors with highest invoice volume in the graph “Number of invoices per Vendor”.
What details should I look at when analyzing the vendors?
There are several things you can analyze depending on your business needs and how your vendor setup is used. Start with checking if the vendor is receiving e-invoices or pdf-invoices and consider contacting them to switch to e-invoicing if possible. Make sure all vendor details like bank account information are up to date in your ERP system and in Rillion Prime and confirm that invoices from the vendors include all the required data for processing. There are also step-by-step guides and reports available to support your review.
How to troubleshoot vendor recognition in Rillion?
To troubleshoot issues related to vendor recognition in Rillion Prime, follow these steps:
1. Verify vendor information on the invoice
Ensure that the vendor's details are correct in the field Vendor on the invoice in the invoice log. The original value captured from the invoice is visible to the right or under the field Vendor. This value needs to be set on the vendor for the matching to work.
2. Verify vendor information on the vendor card
Ensure that the vendor's details are correct under Administration > Register > Vendor. The following fields are used for matching: Vendor, TAX registration no., corporate identity number, EAN/GLN, IBAN and the values under Bank account.
If the information is wrong or incomplete on the vendor card, it needs to be updated in your ERP system. If you make changes directly in Rillion Prime, there is a risk that the changes will be overwritten by the integration.
Do you have more than one vendor with the same bank account or VAT number? Then you may need to improve the matching by setting up a pattern for vendor matching on the company. We recommend contacting Rillion Support to get help with these settings, since they require some knowledge of the database structure in Rillion Prime.