If you use AutoEntry as an extraction tool with an accounting package that AutoEntry currently does not integrate with, we facilitate uploading and/or adding a custom list of tracking categories/cost codes/departments. This feature allows for uploading and assigning of three tracking categories per non-integrated company within AutoEntry.
The uploaded/added tracking categories will be available for assignment to invoices within the Purchases/Bills and Sales folders.
How do I upload tracking categories?
To upload/add tracking categories, go to your Manage Lists page and click the Tracking Category 1 tab.
From here, several actions will be available to you:
The Add a Tracking Category option allows you to add a single, manual tracking category.
The Upload Tracking Categories option allows you to upload a pre-defined list of tracking categories by using the CSV sample file provided.
The Tracking Category Group Name option allows you to assign a name to the tracking category that is best suited to the company.
When at least one tracking category code and name has been provided for Tracking Category 1, the option for Tracking Category 2 will appear. All of the above-mentioned actions will also be available for Tracking Category 2.
When at least one tracking category code and name has been provided for Tracking Category 2, the option for Tracking Category 3 will appear.
Once the tracking category lists have been populated, the columns will automatically appear within the Purchases and Sales folders. The columns will present the Tracking Category Group Name assigned within the Manage Lists page.
If the tracking category does not have at least one category code and name associated with it, it will not visible within the Purchases and Sales folders (for example Tracking Category 3 above).
The invoices can be downloaded in a Generic CSV/Generic Excel format where the tracking categories will present themselves on the downloaded file, as within the Purchases and Sales folders.
A full guide on using AutoEntry for non-integrated companies can be found here.
Apr 27, 2023, 07:00 AM