Preferred bookings significantly speed up the processing of purchase invoices and bank transactions. With preferred bookings, you can pre-set rules so that these rules are automatically applied to invoices or transactions.
Benefits of preferred entries
Preferred bookings can be useful when you want to process your accounting quickly without using scanning modules to recognize purchase data, helping to reduce costs.
Preferred entries for purchases
To create a preferred booking for purchases, follow the steps below:
Go to Settings in the menu on the left;
Select Preferred entries - Invoices and click New;
Enter the required details:
Code: Assign a code to the preferred booking for easy identification;
Description: Provide a description of what the preferred booking is for;
Based on value: If you are using a fixed amount, enter the total amount of the booking;
Based on percentages: If you are using a variable amount, activate Based on percentages. The Based on value field will disappear in this case;
Create the standard purchase rules;
If you chose Based on value, ensure that the total of the rules equals the entered base amount;
If you chose Based on percentages, ensure that the total of the rules equals 100%;
Click Save to create the preferred booking.