AutoEntry has the capability to remember Category and VAT codes per line item based on line item descriptions.
For a particular invoice with line items, when the 'Remember' function is used, the codes for that line are remembered and stored on this page based on the full description.
How do I access stored line items?
How do I access stored line items?
Navigate to your Company Contacts.
Click the Line Items tab after selecting the relevant supplier.
Example
Example
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 codes have been saved to specific line item descriptions. The drop-down menu to the right will list all the descriptions saved for these settings.
This allows a matching description 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
How to delete stored line items
Click the 'x' to the right of any stored line item.
Select the General tab at the top of the page.
Click Save Changes at the bottom of that page.
📌TIP: You can also overwrite a stored line item by creating a new rule to replace it.
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Last edited:
Jul 7, 2023, 11:45 AM