# How to set a default GL account for each supplier in Kinetic

In Kinetic, open the supplier record and set a default GL account and tax rate or tax type. New AP invoice lines will start with those and you can change any line.

A default account is the expense account a supplier's bills are coded to unless someone changes it. It saves time on repeat suppliers.

## The Kinetic way

Where to find it: Supplier Maintenance (GL control and supplier-specific control code)

1. Open Supplier Maintenance
2. Set payment terms and tax liability
3. Create a supplier-specific GL control code that points to the expense account and use it for that supplier's invoice lines

## Limits in Kinetic

- It works for all invoice lines of that supplier.

## The Pulsify way

1. Forward the supplier's invoice to your Pulsify address or upload it. Pulsify reads every line and finds the supplier in Kinetic.
2. Pulsify suggests an account for each line from how that supplier was coded on past bills in Kinetic.
3. Correct a suggestion when it is wrong. Later bills for that supplier follow the pattern.
4. Approve. The AP invoice is created in Kinetic.

Pulsify connects to Kinetic. We set up the connection for you.

What Pulsify does not do here:

- There is no setting in Pulsify to fix a default account for a supplier. It learns from past bills.
- A default set on the supplier in Kinetic stays in Kinetic.

## Common mistakes

- Using a control code for a supplier whose lines post to different accounts.
- Creating the control code without pointing it at the expense account.

## Common questions

### Can I set a default GL account for a supplier?

Create a supplier-specific GL control code that points to the expense account. Check the exact menu path in your version.

### What else do I set in Supplier Maintenance?

Payment terms and tax liability.

### Does it suit a supplier with many expense accounts?

It works for all invoice lines of that supplier, so it suits suppliers that always post to one account.

### Does Pulsify let me set a default account?

Not as a setting. Pulsify learns each supplier's coding from past bills in your accounting system and suggests an account for every line.

## Sources

- https://tomerlin-erp.com/wp-content/uploads/2017/01/Epicor10_FeatureSummaryHighlights_101500.pdf
- https://www.epiusers.help/t/79205
- https://www.epiusers.help/t/55761

Source: https://www.pulsify.tech/how-to/set-a-default-account-for-each-supplier-in-epicor-kinetic/ (last checked 2026-10-19)