AutoEntry has the capability to remember Category/VAT and Tracking Category codes per line item based on line item descriptions.

Where can I see stored line items?

Stored line items can be found by navigating to your Company Contacts, 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, 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 column 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. 

How to delete stored line items

  1. Click the 'x' to the right of any stored line item.

  2. Select the General tab at the top of the page.

  3. Click Save Changes at the bottom of that page.

You can also overwrite a stored line item by creating a new rule to replace it.

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