Objective

AutoEntry has the capability to remember Category/VAT and Tracking Category codes per line item based on line item descriptions. This article will give you a brief overview of the feature and its functionalities.

Applies To

  • Uploaders of Purchase/Sales invoices.

Procedure

When an invoice/bill has a completed Line Item extraction (extracted by AutoEntry or added manually), the category account, vat code (where applicable) and even tracking category can be remembered based on matching full line item extraction.

Line Item Rules can be added separately instead of this function for more granular analysis of line items. 

These stored Line Item settings can be found under the Company Contacts button on the company homepage, and clicking on the 'Line Items' tab to the top of the page after selecting the relevant supplier.

For a particular invoice with line items, when the 'Remember Me' function is used, the Category, VAT code and Tracking Category for that line is remembered and stored on this page based on the full description. In the image below as an example, the saved Category code (Office Equipment) is combined with the Zero Rated VAT code and 'Eastside' Tracking Category. These settings will be applied to any line item from this supplier where the exact line description is 'Office Supplies'. 

The terms heading indicates how many times the same Category/VAT/Tracking Categories have been saved to specific line item descriptions. The dropdown menu to the right will list all the descriptions saved for these settings. 

This allows a simple description matching to assign remembered categories for a particular supplier. Ideal for regular suppliers where the same products are regularly purchased. 

Additional Information

Below are some links to more helpful articles on the topic of Line Items

Did this answer your question?