The Manage Lists section allows you to view and configure your different codes and categories necessary to process and manage your invoices.
📎NOTE:
If you're integrated, the tax codes and categories will synchronise automatically from your accounting software into AutoEntry. You can view the list but can't add or delete any items. However, you'll be able to deactivate items within AutoEntry if needed.
If you're not integrated, you can add and delete the codes manually.
Find out more about the different features available from the Manage list section.
Access
📎NOTE: You need the Company Settings permission to access the submenus and the Manage Lists section.
Access your company homepage.
Click Manage Lists from the submenu.
Features
The manage lists section includes four to five tabs:
Categories
Vat codes
Expense categories
Mileage rates
Tracking category (not integrated companies)
Vat codes and Categories
You can manage the following with Vat codes and categories:
View: You can see all the codes available for you to allocate to invoices and expense reports.
Visibility: You can control whether to make these categories or codes visible from your dropdown without deleting any code.
Add or Upload: You can add or upload more codes if you're not integrated with an accounting software.
Delete: You can also permanently delete codes by clicking the trash can icon.
📎NOTE: The Delete, Add and Upload options are only available for companies not integrated with accounting software.
Expenses Categories
The expenses categories section allows you to configure codes to manage and allocate your expenses.
Mileage Rates
The mileage rate section allows you to configure and add different rates before you can assign them to a submitter.
Submitters can then use the appropriate rate when they add mileage expenses to their Expenses reports.
Tracking category
The tracking Category tabs are available to non-integrated companies. You can add up to three categories. This feature allows you to categorise and manage your invoices. This is similar to the Cost centers or Departments fields available in integrated software.
Next step
Once you've set up your codes and categories, you can apply them to your invoices.