All help · Vendors

How do I auto-categorise by supplier?

A supplier keeps its last category and payment, and can be fixed with a rule.

  1. 1Saving a receipt registers the supplier by its tax ID.
  2. 2Save the same supplier with the same category three times and you're asked to make it automatic.
  3. 3Change rules on the Vendors screen; admins can switch on automatic saving.