HOW-TO

How to set a default account for each supplier in IFS Cloud

Short answer

In IFS Cloud, open the supplier record and set a default account and tax code. New supplier invoice lines will start with those and you can change any line.

Last checked

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

The IFS Cloud way

Where to find it: Supplier > Invoice sub menu

  1. Open the Supplier page
  2. Set invoice-related defaults such as the tax code, pay terms and Supplier Group

Limits in IFS Cloud

  • The IFS docs do not describe a default posting account per supplier.

Good to know in IFS Cloud

  • Posting instructions on PO lines give default accounts for PO invoices

Words IFS Cloud uses

  • Supplier Group. A grouping of suppliers. In Australia it is used to pick contractors for TPAR.

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 IFS Cloud.
  2. Pulsify suggests an account for each line from how that supplier was coded on past bills in IFS Cloud.
  3. Correct a suggestion when it is wrong. Later bills for that supplier follow the pattern.
  4. Approve. The supplier invoice is created in IFS Cloud.

Pulsify connects to IFS Cloud. 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 IFS Cloud stays in IFS Cloud.

Common mistakes

  • Assuming the Supplier page sets the posting account.
  • Not checking the posting instructions on the PO lines for PO invoices.

More help

Sources

Last checked 2026-10-19. Confidence: partial.

Common questions

Where are supplier invoice defaults held?

On the Supplier page, in the Invoice sub menu. Examples are the tax code, pay terms and Supplier Group.

Can I set a default posting account for a supplier?

The IFS docs do not describe a default posting account per supplier. Check with your partner.

Is there a default for invoices from POs?

Posting instructions on PO lines give default accounts for PO invoices.

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.

Pulsify setup guides

Want this done for you?

Book a call to see how Pulsify handles supplier bills in IFS Cloud.

Start free trial Book a call