Auto-coding

With auto coding, you don't have to find the right account yourself. The system suggests where the invoice should be posted and learns for next time.

1. The EHF / PEPPOL / Invoice Receipt files are imported and the auto-coding module checks if the following information is available:
   • Client
   • Document type
   • Supplier
2. The module then checks whether there are fixed rules before auto-coding is activated under Settings or Client setup.

• You save time!
• Reduces the risk of errors
• Increases efficiency
• Better overview and control of your finances
• Reduce costs

Auto-coding can also be used to handle transactions that recur regularly, such as fixed expenses or income. You simply create a rule that automatically posts these transactions to the correct account each time they recur.