If you've used the remember function when coding a supplier invoice, AutoEntry will store the categories and codes under the supplier settings.
Access
You can access the stored line items from the supplier settings:
Access your company's homepage.
Go to the Company Contacts section.
📎NOTE: You need the Company Settings permission to access this page. If necessary, contact the owner or someone with the Manage user permission.
Click the supplier's name to access its settings.
Click the Line Items tab.
Example
Example
In the image below, the saved Category code (Office Equipment) will apply with the Zero Rated VAT code and 'Eastside' Tracking Category. These settings will apply automatically to any line item from this supplier where the exact line description is 'Office Supplies'.
The Terms column indicates how many times you saved the same codes to specific line item descriptions. The dropdown 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. This is ideal for regular suppliers when you purchase the same product regularly.
How to delete stored line items
Access the supplier settings page.
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.