Objective

This article will show you the steps required to edit and/or delete a VAT/Category code from your company.

Applies To

  • Companies not integrated with an accounting software.

Procedure

To edit or delete a VAT/Category code from your company on AutoEntry, please follow these steps:

  1. Click on Manage Lists to the left of the company homepage screen.

  2. Select either the Categories or VAT Code tab at the top of the page.

  3. Category codes and names (or VAT codes/% rates/descriptions) can be edited and are automatically saved.

  4. You can delete individual codes by clicking the trash can icon to the right of that code. Multiple codes can be deleted by clicking the checkbox to the left of the desired codes and clicking Delete at the top of the page.

Additional Information

  • Please note, if your company is integrated with an accounts package, any edits/deletion of tax or category codes must be made in your accounts package. You must then resync your data for these changes to be reflected.

  • For an overview of the Manage Lists page on AutoEntry, please click here.

  • Instructions on hiding your codes from AutoEntry, rather than deleting them, can be found here.

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