For a particular supplier, several settings can be set that will be applied globally to all purchase invoices/bills processed by AutoEntry. This page can be found by clicking on Company Contacts on the company home page, over to Suppliers and then the General tab across the top of the page. 

Capture Line Items:
With this option set to 'On', all future invoices/bills uploaded that are identified with this supplier will automatically have line items extracted. 

Currency:
If invoices/receipts are received from a particular supplier where there is no obvious determination as to the correct currency on the invoice, you can set it here as to what currency this suppliers invoices are in. Particularly useful for our USA/Canada or Australia/New Zealand customers where there can be invoices received cross border but not necessarily indicating the correct currency (typically just a $ sign). 

Default Due Date:
As before, a default due date can be set for all purchases from this specific supplier.

Default Description
AutoEntry as standard uses the supplier name as the default description for each invoice processed. This is only over-ruled where line items are added to the extraction. Now, you can enter a bespoke default description that will be added to all invoices (where line items are not added) before publishing to your accounts package.

Auto-Publish
Once a set of category and tax codes are added to a supplier (see below), Auto-Publish can be turned on where once the extraction has been completed, AutoEntry will automatically publish the invoice to your accounts package. Especially useful for regular suppliers where the categories never change (utility bills for example).

Payment A/C
Once payment accounts have been added on the integrations page here they can be added as a default for any specific supplier where the mark as paid feature is to be used. Turning 'Mark as Paid' on here will automaticially mark all invoices as paid for that supplier. Leaving it off will allow you to mark individual invoices as paid without having to set the payment accounts each time in the invoice list view or single invoice view.

Vat Code + Category Settings
When vat codes (where applicable) and category accounts are selected for an invoice and the 'Remember Me' function is used, those settings are saved here. Settings can also be added here manually by using the '+Add Vat Code + Category Rule' option which will then add a particular vat code and category account to all invoices processed by AutoEntry for that specific supplier where a particular vat rate is used. AutoEntry remembers and applies vat/category accounts per vat rate so multiple rules can be added per vat rate. Ideal for suppliers with vat summaries on their invoices. 

Did this answer your question?