Automatic line recognition
Written By Tess Hoogeboom
Last updated 29 days ago
Settings
Using automatic line item recognition, the line items on invoices can be automatically broken down in the posting proposal. You can easily enable this feature via the Administration settings.
In TriFact365, go to Settings (Cogwheel) > Accounts and double-click on the administration.
Go to the Settings tab and set Automatic Line Recognition to YES.
Check and process
Once TriFact365 has recognised and validated the various lines on an invoice, an automatic proposal with multiple journal entry lines will be presented. The following information is copied from the invoice:
Line description
Amount (excl. VAT)
VAT
Amount (incl. VAT)
Automatic ledger recognition
Based on accumulated history, TriFact365 will automatically suggest ledger accounts if the invoice can be split into multiple lines. The following points should be noted:
If a single line item is recognised and a default account is set for the relation, the standard account is adopted on the journal entry line.
If multiple lines are recognised, ledger accounts will be suggested for the different lines based on the accumulated history. In this case, the default account is NOT adopted.
If multiple lines are recognized, but TriFact365 can only make a suggestion for some of the lines? Then the remaining lines are marked in red. By filling these in yourself, TriFact365 can learn from this for future proposals.
Merge entry lines
Don’t want to process the invoice as separate entry lines? Then you can use the “Merge entry lines” checkbox. Posting rules with the same VAT rate are now merged into a single entry.
Tip!
Set per supplier whether the posting rules should be merged automatically. You can find this setting in the supplier’s master data.
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