When you're integrated with an accounting software, you can sync your projects or categories into AutoEntry. You can then tag the invoices from AutoEntry before you publish the invoices into your accounts.
Terminology by accounts packages
The terminology can vary depending on the accounting package.
With Sage 50, you can use Departments codes, Projects, Cost codes to track your invoices.
With Sage Accounting, you can activate the Analysis types feature first to create your various projects, (you can customise the name) then use them from AutoEntry.
With QuickBooks Online, you can use the Class and Locations feature.
With Xero, you can use tracking categories.
How to apply tracking categories or projects
You can then apply the project / category / analysis type when uploading the document, or after processing. Applying Cost Centres / Tracking Categories to Invoices
📌TIP: If you're not integrated with accounting software, you can still track your invoices. For more information, visit Tracking Categories for Non-Integrated Companies.