> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/settings/expense-settings.md). # Expense Settings The Expense Settings page in Supply’d lets you manage expense payments by setting regular payment days & recording your ABA banking details, helping streamline your payment process. The **Expense Settings** page allows you to configure how your business manages expense payments in Supply’d. From here, you can set your preferred expense processing and payment days, and enter the banking details required to generate **ABA files**. Configuring these settings helps streamline payment processing, reduce manual entry and ensure consistency when managing supplier payments. This document guides you through configuring your **Expense Settings** in Supply’d, including setting your preferred expense processing and payment days, and entering the banking details required to generate **ABA files**. *** ## Configuring Expense Settings in Supply’d {% stepper %} {% step %} #### Select Settings To access your **Expense Settings**, click your company name in the top-right corner to open the **Account Menu**, then select **Settings**.

*** {% endstep %} {% step %} #### Select Expense Settings Scroll down the **Settings** menu and select **Expense Settings**.

The **Expense Settings** page will be displayed.

{% hint style="success" %} To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above). {% endhint %}

Complete each section using the guidelines below.

*** {% endstep %} {% step %} ### Expense Settings Configure the general settings for managing expense invoices and reconciliation in Supply’d.

**Forward Statement Emails To** Enter the email address where supplier statements received through your **Invoice Inbox** will be automatically forwarded.

{% hint style="info" %} An **Invoice Inbox** is a dedicated email address automatically generated by Supply’d for your business, where suppliers can send invoices and statements directly. This allows you to receive and manage supplier documents in one central location, making expense reconciliation and payment processing easier. {% endhint %}

*** {% endstep %} {% step %} ### Invoice Defaults Configure the default settings for managing expense invoices and reconciliation in Supply’d.

{% hint style="info" %} **Note:** These invoice defaults apply to **new suppliers only**. You can customise and save invoice settings for individual suppliers during expense reconciliation. Any previously saved supplier-specific settings will remain unchanged. 👉 For more information, refer to the [Reconciling Purchase Orders](/supplyd-erp/expenses/reconciling-purchase-orders.md) documentation. {% endhint %}

**Sort Line Items By** Choose how invoice line items are sorted during reconciliation.

**Update Data By** Choose whether to update product buy prices and batch CoGS for the entire order or manage these updates individually for each line item.

**Price Calculation Method** Select the method Supply’d uses to calculate the unit price for each invoice line item.

**Prices Are Tax-Inclusive?** Specify whether prices on expense invoices include tax (eg. GST). Supply’d assumes prices are tax-exclusive when scanning invoices by default.

**Discount** Choose whether to apply a discount equally across all line items on an expense invoice.

**Discount Amount ($)** Enter the dollar amount to deduct from the invoice total.

{% hint style="info" %} This field only appears when **Fixed Amount** is selected in the **Discount** field. {% endhint %}

**Discount Amount (%)** Enter the percentage discount to deduct from the invoice total.

{% hint style="info" %} his field only appears when **Percentage** is selected in the **Discount** field. {% endhint %}

**Update Product Buy Prices** Choose whether to update product buy prices when reconciling expense invoices.

**Update Supplier SKU** Choose whether to update supplier SKUs when reconciling expense invoices.

**Update Batch CoGS** Choose whether to update batch Cost of Goods Sold (CoGS) when reconciling expense invoices.

*** {% endstep %} {% step %} ### Payment Days Select the day(s) of the week your business typically processes expense payments.

*** {% endstep %} {% step %} ### ABA File Details Enter your business banking details required to automatically generate ABA files for processing supplier payments.

{% hint style="info" %} ABA (Australian Bankers’ Association) files are electronic payment files used by Australian banks to process multiple payments at once, such as supplier payments. In Supply’d, ABA files allow you to generate a payment file containing supplier banking details and payment amounts, which can then be uploaded to your bank for processing. This simplifies bulk payments, reduces manual entry and helps minimise payment errors. {% endhint %}

**Entry Description** Enter a description for the payments that will appear on the bank statement, up to a maximum of 12 characters.

**Bank** Select the bank where your payment account is held. Choose **No Bank** if you do not wish to generate ABA files.

{% hint style="info" %} If your bank is not listed, please contact the Supply’d team for assistance. {% endhint %}

**Account Name** Enter the name of the bank account you will be making payments from.

**BSB** Enter the BSB of the bank account you will be making payments from (maximum 6 digits).

**Account Number** Enter the account number of the bank account you will be making payments from (maximum 9 digits).

*** {% endstep %} {% step %} ### Credit Requests Configure how credit requests to suppliers are managed in Supply’d.

**Default Credit Request Message** Enter a default message to include when sending credit requests to suppliers.

**For example** - *We are requesting a credit for the items listed due to a discrepancy with our order. Please review the request and issue a credit where applicable. Thank you.*

*** {% endstep %} {% step %} #### Save Click

to apply your Expense Settings.

{% endstep %} {% endstepper %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.supplyd.co/supplyd-erp/settings/expense-settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.