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Allocate Supplier Account/Category/Tax Code to an invoice

How to assign nominal codes to your invoices before publishing them to your accounting software.

Brian Carolan avatar
Written by Brian Carolan
Updated over 10 months ago

Once an invoice has finished processing, the next step before publishing it to your accounting software is to assign a supplier/customer account, category and VAT code to it.

For a company that's 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. Select the relevant supplier/customer for that invoice, the category code and tax code.

📎NOTE: Tax codes are not required in some markets and will not appear on the page there. e.g. USA.

For a supplier that's in your list of suppliers but has not previously been processed by AutoEntry, AutoEntry will automatically suggest that supplier account.

📌TIP: Once all three accounts are selected, a Remember? option pops up. This gives your Inbox the option to remember these selections in the future.

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