AutoEntry can remember Supplier/Customer, Category, and VAT codes on an invoice after they have been entered previously.
📌TIP: The 'Remember' function also works for the Mark as Paid feature where AutoEntry will remember your mark as paid selections for that particular supplier.
Select the Supplier/Customer, Category and Tax code for an invoice in either the inbox list view or in the single invoice view. AutoEntry asks if you want these selections to be remembered.
Click Yes to save these selections as a default for that supplier. They will then be auto-filled for every invoice already processed and in the future. For invoices where there is a VAT summary present, AutoEntry will also remember the individual selections per VAT rate.
For a one-off invoice where a specific category or tax code is required, when you clic No this doesn't save the selection. All future invoices will keep using the default selection.
📎NOTE: Remembered codes are assigned based on the relevant VAT code. Due to this, AutoEntry can only allow one set of Remembered codes per VAT percentage. For example, it wouldn't be possible to 'remember' multiple sets of codes for various VAT codes all relating to 0% VAT. Instead, these would need to replace the initial set of Remembered codes relating to a 0% VAT code.
📌TIP: View or edit the default selections for any supplier under the Supplier Settings page.