auto code imported invoices for payment
Similar to bank rules, when coding an invoice for approval/payment create rules from a particular supplier so that multiple lines can be auto coded - ie Our Power supplier invoice is split into 3 account codes by % each time (33% bar cost, 40% general, 27% restaurant). Could this be set up similar to bank rules?
Barry King
shared this idea
Hi Barry, just to get a better understanding can you share a bit more information how you'd typically create invoices in Xero? I note you've mentioned importing in the title of your idea - do you use the CSV template for this?
-
Anika zara zara
commented
This is a really useful feature idea. Auto-coding invoices by supplier and percentage, similar to bank rules, would save a lot of time and reduce errors—especially for recurring invoices like utilities split across multiple cost chttps://kfcmenuaustralia.com/ enters. Clear rule-based automation would improve accuracy and efficiency. It’s the same kind of structured guidance you see in a where everything is organized clearly and consistently for easy understanding.