When you select a supplier, Category and VAT codes on an invoice, you can use the Remember option. This will automate the selection next time you process an invoice for that supplier.
📌TIP: The 'Remember' function also works for the Mark as Paid feature where AutoEntry will remember your mark as paid selections for that particular supplier.
Edit an invoice from the Inbox list or the invoice view.
Once you select a supplier, Category and Tax code, AutoEntry will activate the Remember option.
Remember: Yes
Click Yes to save these selections as a default for that supplier.
This will automatically apply the same codes when processing and invoice for the same contact in the future.
When there’s a VAT summary, AutoEntry will also remember the individual selections per VAT rate.
Remember: No
If the current selection will only apply as a one-off, click No if you don't want to save it.
📌TIP: You can view or edit the default selections for any supplier under the Supplier Settings page.
📎NOTE: AutoEntry can only allow one set of Remembered codes per VAT percentage. For example, it's not possible to 'remember' multiple sets of codes for various VAT codes all relating to 0% VAT. A new code for the same percentage will replace the initial one.