Once an invoice has finished processing, the next step before publishing is to assign a supplier/customer account, category and VAT code.
How does this work?
For a company that is 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. All you need to do is select the relevant supplier/customer for that invoice, the category code and tax code (tax codes are not required in some markets and will not appear on the page there. e.g. USA).
For a supplier that is in your list of suppliers but has not previously been processed by AutoEntry, AutoEntry will automatically suggest that supplier account.
Once all 3 accounts are selected, a Remember? option pops up, giving your Inbox the option to remember these selections in future. Clicking Yes saves these codes for that supplier's defaults. AutoEntry will then auto-fill any other invoices in the inbox for that supplier and use them as defaults going forward for any other invoices that AutoEntry processes for that supplier.
