Sometimes the contractor shown on an expense doesn't match the contractor actually stated on the document itself - for example, in the expense listing you might see one contractor, while the expense detail or the attached document shows a different one.
Why this happens
This is usually caused by one of two things:
The document was processed automatically (e.g. via AI-based data extraction), and the extraction picked up the wrong contractor from the document.
Someone tried to change the contractor manually, but clicked the pencil (Edit) icon instead of the Reset icon. The pencil icon only edits the details of the contractor currently linked to the expense - it renames that contractor, but doesn't let you switch to a different one. This is a common mix-up, since visually it looks like the right place to correct.
How to assign the correct contractor
Open the expense.
Click the Reset icon (not the pencil/Edit icon).
Click the "Choose contractor" field and type or select the correct contractor from the list.
If the document type is Contract, also fill in the "select Contract" field.
Save the changes.
👉 The expense will now be correctly linked to the right contractor.
⚠️ Allfred cannot automatically detect or verify which contractor should be correct on a given document - this depends on your own internal records. If you notice a mismatch, it needs to be corrected manually using the steps above.
For managing contractor records themselves, see: 👉 How to create a new contractor?