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. This is highlighted by the blue note to the top left of the supplier name.

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. 

Did this answer your question?