EdgeSync Docs
Vendor Mapping
How BILL vendors are matched to Financial Edge NXT vendor records without creating duplicates.
Vendor mapping connects a BILL vendor to the correct Financial Edge NXT vendor record. This prevents duplicate vendors and keeps AP posting consistent with the nonprofit ledger.
Mapping states
- Matched vendors can sync automatically when their coding also validates.
- Needs review means EdgeSync found possible matches but needs a human decision.
- Unmapped vendors block posting until the operator chooses the correct Financial Edge NXT vendor.
Decision context
The mapping workflow should show names, vendor IDs, addresses, tax or remit hints when available, recent bill references, and confidence signals. The operator needs enough context to avoid creating a duplicate vendor.