Invoices & Bills - 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 team, returning to the idea here there are existing features that should help with the coding of your invoices and bills here.
For example you can set up some defaults for Sales and Purchases within a Contacts record which will auto populate fields in Invoices or Bills you enter for that contact. With Bills there is also the ability to email to bills or Upload which will capture many of the details from your file into a draft Bill saving you even more time.
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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.