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Edit or Delete VAT and Category Codes
Edit or Delete VAT and Category Codes

How to edit/delete your codes in an AutoEntry company not integrated with accounting software.

Brian Carolan avatar
Written by Brian Carolan
Updated over 5 months ago

It's possible to edit and/or delete VAT/Tax and Category codes on AutoEntry, but only if your company isn't integrated with accounting software.

📎NOTE: If your company is integrated with accounting software, any edits/deletion of tax or category codes must be done in your accounting software. You must then resync your data for these changes to be reflected.

  1. Click Manage Lists to the left of the company homepage screen.

  2. Select either the Categories or VAT Codes tab at the top of the page.


Edit codes

Text boxes are editable. Enter your changes and they will save automatically.


Delete codes

Click the rubbish bin icon to the right of the code to delete an individual code.

To delete multiple codes select the checkbox to the left of the relevant codes, then click Delete.

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