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Default Sales Category
Default Sales Category

Automating the selection of Categories for Sales invoices.

Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

AutoEntry allows you to allocate a default Category for all Sales invoices. This means you will not have to manually assign a Category code to your processed Sales invoices once they have been released to your Inbox!

How to apply a default sales category

If you wish to automate the process of having to select and code your invoices within the Sales inbox please follow the steps below.

  1. Navigate to Company Settings.

  2. Scroll down to the Sales section of Accounting Settings.

  3. You can input the Default Sales Category using the drop-down menu. Remember to click Save Changes afterwards!

Related Articles

  • A full overview of the Company Settings available on AutoEntry can be found here.

Last edited:

Apr 27, 2023, 07:00 AM

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