Bank and matching
Change a category — and teach the system
'Remember forever' applies the change to all of a supplier’s documents; 'Only this time' to this one only.
Tutorial video — coming soon
Meanwhile, the steps below explain everything.
Step by step
- 1Open an invoice under 'Documents'.
- 2Change the 'Category' and click 'Save'.
- 3We ask whether to apply the change to the supplier.
- 4'Remember forever' — all documents from that supplier, existing and future, are sorted this way. 'Only this time' — only this document changes.
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