Line Items can be extracted from your Purchase and Sales invoices during processing by AutoEntry. They can also be added manually by you after processing has been completed.
Full extraction of the item description, individual item price and Net/Tax/Total amounts (where available) is done.
Line Item Extraction can be enabled at the company, supplier or document level.
How do I enable Line Item Extraction?
How do I enable Line Item Extraction?
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 the Save Changes button afterwards.
Supplier Level
For Purchase invoices, Line Item Extraction can be enabled per supplier within your Company Contacts.
Document Level
Before you upload your documents, you can select Line Item Capture for the invoices you are about to upload in the window itself. Line items will only be extracted for that upload and will 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.
You also have the option to add Line Items manually to any invoice.
How do I add Line Items manually?
How do I add Line Items manually?
While viewing an invoice, click Add Line Items near the bottom of the page.
Line items can be deleted using the blue x to the right.
Additional line items can be added by clicking +Add New Line Item.
📌TIP:
When Line Items are added, the description for each line is used for that item.
Individual category and tax codes can be applied which are remembered per VAT rate.
Separate cost centres (region/tracking codes) can also be applied depending on your accounting software (some don't allow this).
When using the line item feature in AutoEntry, it can sometimes be difficult to see all the fields or to fill in the fields especially if you are using a smaller screen, or if multiple fields are in use such as tracking categories. Some of the fields can be hidden behind the invoice image.
The Line Item Expanded View function allows you to work on the line items in full-screen mode.
How to enable Line Item Expanded View
How to enable Line Item Expanded View
Click the 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 will default to 1 and the line totals will reflect the totals for the line with no per item cost.
AutoEntry cannot account for multiple units or cases (e.g. 1 case of 24 units). This will be extracted as one unit.
Related guides
Last edited:
Jun 28, 2023, 09:30 AM