Line Item Extraction

Enable full Line Item Extraction for Inventory/Stock control or to better control your income/expenses.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can extract line items from your purchase and sales invoices during processing by AutoEntry. You can also add them manually after processing has been completed.

📎NOTE: Full extraction of the item description, individual item price, and Net/Tax/Total amounts (where available) is done by AutoEntry.

Enable Line Item Extraction

You can enable line item extraction can be enabled at the company, supplier, or document level.

Company level

At a company level, for all invoices processed for that company, you can find the option under Company Settings.

Simply check the box for the option to be enabled, and click Save Changes afterward.

Supplier level

For Purchase invoices, you can enable Line Item Extraction per supplier within your Company Contacts.

Document level

Before you upload your documents, you can select Line Item Capture for the invoices you're about to upload in the window itself. Line items only extract for that upload and turn off again for the next upload.

📎NOTE: AutoEntry is unable to extract line items from standard shop/till receipts. We will only extract line items from invoices, or receipts printing in a format similar to an invoice.

If you need line items to be present on a shop/till receipt, you will need to add these manually.

Add Line Items manually

You also have the option to add Line Items manually to any invoice.

Enable Line Item Expanded View

The Line Item Expanded View function allows you to work on the line items in full-screen mode.

This is useful when it is difficult to see or fill in all the fields. This can occur if you're using a smaller screen, or if multiple fields are in use such as tracking categories. As a result, some of the fields can be hidden behind the invoice image.

Click the four-arrow expand icon at the top right of the Line Item section.

This fills the lower half of your screen with the invoice image zoomed in on the top half.

You can adjust the size of the Line Item section using the slider at the top of the line items and collapse the field back to the normal view by clicking the same icon at the top right.

📎NOTE: Line item extraction will not capture the product quantity in these cases:

  • Unit quantity with decimal places

  • Unit price with more than 2 decimal places

  • Discounts in line per line item

In these rare cases, the unit quantity defaults to 1 and the line totals will reflect the totals for the line with no per item cost.

AutoEntry can't account for multiple units or cases (e.g. 1 case of 24 units). This will be extracted as one unit.

Did this answer your question?