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!

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

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