The General Supplier Settings page allows you to amend various settings per supplier that are applied to all Purchase invoices processed by AutoEntry. This article will give you an overview of each setting and its functionalities.

Applies To

  • Uploaders of Purchase invoices.


This page can be found by clicking on Company Contacts on the company homepage and selecting the supplier account you would like to change settings for. This will automatically bring you to the General Supplier Settings for that account.

Capture Line Items

With this option set to 'On', all future invoices/bills uploaded that are identified with this supplier will automatically have line items extracted. 


If invoices/receipts are received from a particular supplier where there is no obvious determination as to the correct currency on the invoice, you can set it here as to what currency this supplier's invoices are in. This is particularly useful for our USA/Canada or Australia/New Zealand customers where there can be invoices received cross-border, but not necessarily indicating the correct currency (typically just a $ sign). 

Default Due Date

As before, a default due date can be set for all purchases from this specific supplier.

Default Description

AutoEntry as standard uses the supplier name as the default description for each invoice processed. This is only over-ruled where line items are added to the extraction. Here, you can enter a bespoke default description that will be added to all invoices (where line items are not added) before publishing them to your accounts package.


Once a set of Category and VAT codes are added to a supplier, Auto-Publish can be turned on where once the extraction has been completed, AutoEntry will automatically publish the invoice to your accounts package. This is especially useful for regular suppliers where the categories never change (utility bills for example).

Is Visible

This setting allows you to hide the supplier account from the dropdown menus of your invoices.

Payment A/C

Once payment accounts have been added on the integrations page here, they can be added as a default for any specific supplier where the mark as paid feature is being used. Turning on 'Mark as Paid' here will automatically mark all invoices as paid for that supplier. Leaving it off will allow you to mark individual invoices as paid without having to set the payment accounts each time in the invoice list view or single invoice view.

Remembered VAT / Category / Cost Codes

When VAT codes (where applicable) and Category codes are selected for an invoice and the 'Remember Me' function is used, those settings are saved here. Settings can also be added here manually by using the '+Add Vat VAT / Category / Cost Codes' option which will then add a particular VAT and Category code to all invoices processed by AutoEntry for that specific supplier where a particular VAT rate is used. AutoEntry remembers and applies VAT/category codes per VAT rate, so multiple rules can be added per VAT rate. This is ideal for suppliers with VAT summaries on their invoices. 

Additional Information

  • Please note that these settings are not currently available for Customer accounts.

Did this answer your question?