Once an invoice has finished processing, the next step before publishing it to your accounting software is to assign a supplier/customer account, category and VAT code to it.
For a company that's integrated with accounting software, AutoEntry populates the drop-down menus for the Supplier/Customer account, Categories, and Tax codes from your accounts in your Inbox. Select the relevant supplier/customer for that invoice, the category code and tax code.
📎NOTE: Tax codes are not required in some markets and will not appear on the page there. e.g. USA.
For a supplier that's in your list of suppliers but has not previously been processed by AutoEntry, AutoEntry will automatically suggest that supplier account.
📌TIP: Once all three accounts are selected, a Remember? option pops up. This gives your Inbox the option to remember these selections in the future.