Objective

AutoEntry has the capability to remember Supplier/Customer, Category and VAT codes on an invoice after they have been entered previously. This article will provide a brief overview of the feature.

Applies To

  • Purchase invoices

  • Sales invoices

Procedure

When you have selected the Supplier/Customer, Category and Tax code for an invoice in either the inbox list view or in the single invoice view, AutoEntry will ask if you want these selections to be remembered.

Clicking Yes will save these selections as a default for that supplier. They will then be auto-filled for every invoice already processed and in the future. For invoices where there is a VAT summary present, AutoEntry will also remember the individual selections per VAT rate.

For a once-off invoice where a specific category or tax code is required, clicking No will not save the selection, and all future invoices will keep using the default selection.

Additional Information

  • The default selections for any supplier can be viewed/edited under the Supplier Settings page.

  • The Remember function also works for the Mark as Paid feature where AutoEntry will remember your mark as paid selections for that particular supplier.

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