
08/27/2025
📥 Same Supplier, Same Documents… Every Month. Sound Familiar?
If you're a bookkeeper or accountant, you know the drill:
💡 You recognize the vendor.
💡 You know exactly where the invoice should go.
But you still have to manually code, label, and sort it… over and over.
What if LedgerDocs just… remembered for you?
With Customer and Supplier Rules, LedgerDocs lets you automate document categorization based on known sources.
✅ Create rules for frequent suppliers and clients
✅ Auto-tag, auto-categorize, and auto-route incoming documents
✅ Say goodbye to repetitive clicks and human error
It’s like having a digital assistant who knows your clients as well as you do.
Want to see our tool in action? Schedule a demo: https://www.ledgerdocs.com/demo/