The Manage Lists page is where you can view all of the Categories, VAT/Tax codes, and mileage rates associated with a company.
These can either be added by you manually, or synced through once you integrate the company with accounting software.
This article will give you an overview of the page and its functions.
How to access the Manage Lists page
The Manage Lists page can be accessed by clicking the button on the left-hand side of the company homepage.
Here you will see all of the codes available for you to allocate to invoices and expense reports, along with mileage rates for expenses if you have set these up.
Some important things to note
The highlighted message at the top of the Categories and VAT/Tax Codes pages that states "Changes to codes are not allowed as the company is connected to Accounting Software" means that any changes you make to Category or VAT codes in future will need to be done in your accounting software, and then synced through to AutoEntry. This message will only be present after you have integrated your company.
If your company is not integrated with accounting software, you can upload your Categories and VAT codes manually by following these steps.
You can access any of your other lists by clicking on VAT Codes, Expense Categories, or Mileage Rates at the top of the screen.
The trash can icon is available for non-integrated companies in any instance where you need to delete a code from your list.
You can mark codes as visible/invisible by clicking on the on/off toggle. Marking a code as invisible removes it from the dropdown menu on your invoices.
Apr 27, 2023, 07:00 AM