Objective

The Manage Lists page is where you can view all of the categories, VAT, 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 functionalities.

Applies To

Users who upload invoices/bills and expenses to AutoEntry.

Procedure

To access the Manage Lists page, simply select it from the left hand side of your 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.

Below are some important things to note when viewing this page:

  • Please note the message at the top of the Categories and VAT Codes pages that states "Changes to codes are not allowed as the company is connected to Accounting Software." This 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.

  • 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 would 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.

Additional Information

Here are some additional articles relating to this topic which you may also find useful:

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