New: automatic matching between your bank statement and your invoices — no more chasing receipts.
ScaleFlow
Start free
Back to the help center
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

  1. 1Open an invoice under 'Documents'.
  2. 2Change the 'Category' and click 'Save'.
  3. 3We ask whether to apply the change to the supplier.
  4. 4'Remember forever' — all documents from that supplier, existing and future, are sorted this way. 'Only this time' — only this document changes.

More on this topic

Didn’t find an answer? Write to us on WhatsApp or by e-mail and we’ll get back to you.