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 at the company, supplier, or document level.
Company 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.
📎NOTE: Enabling the "Capture Line Item" option in the "Company Settings" section will apply this setting to all companies and override any line item preferences set for individual suppliers in the "Contact Settings." To configure line item settings for a specific supplier, you must first disable this option at the company contact level, allowing you to manage line item capture on a per-supplier basis. (The company settings override contact settings)
Supplier level
Supplier level
For Purchase invoices, you can enable Line Item Extraction per supplier within your Company Contacts.
📎NOTE: Enabling the "Capture Line Item" option in the "Company Settings" section will apply this setting to all companies and override any line item preferences set for individual suppliers in the "Contact Settings." To configure line item settings for a specific supplier, you must first disable this option at the company contact level, allowing you to manage line item capture on a per-supplier basis. (The company settings override contact settings)
Document level
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 printed 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. You can 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 if the unit price with more than two decimal places, or if there are 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 (for example, one case of 24 units). The system will extract this as one unit.
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