Document type behavior

Your document type selection affects the rest of the analyzer setup.

Purchase and sales document types

These types are the best fit when you want Sifterra to create normal purchase or sales records.

They usually give you:

• field choices that match purchase or sales headers and lines
• line-item mapping for document rows
• 3-way matching options on non-expense analyzers

These are the best starting point for invoices, orders, and quotes.

Expense Receipt

Choose Expense Receipt when the document is a receipt and the result should be an expense entry, not a purchase or sales document.

This choice adds expense-specific setup, including:

• default expense account
• review settings for expenses
• journal template and batch
• balancing account settings

Use this for employee reimbursements, company card receipts, travel receipts, and similar spend documents.

Custom/Other

Choose Custom/Other when the document should not follow the normal purchase, sales, or expense flow.

This is the best option when:

• you need to write data to a custom table
• you need to update an existing record instead of always creating a new one
• you are capturing documents for a custom business process

If you use Custom/Other, expect to do more manual field mapping.

Read next

• Continue to Examples and limits.
• Return to Creating document types for the section overview.