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    How to autocode your trader statement

    As you import the trader statement into your database, you can speed up the coding process by using autocoding.

    Similar to autocoding bank transactions, you can use the Other Party or Note to identify and code a transaction line in the statement.

    If you use the automated Farmlands Feed and find the preset codes aren't quite right for your database, you can also replace them with your own autocodes.

    Before you start, you need to import the trader statement so that it's sitting in the Transaction screen; ready to code.

    1. Highlight the transaction line you want to autocode.

    2. Select the lightning bolt at the bottom of the screen.

    The Autocode screen will appear which also lists existing autocodes in your database.

    1. Select New to create a new autocode.

    2. Type in the text you want to use e.g. the Other Party or part of the note.

    3. Assign a category and extended code.

    4. Click OK to save the changes.

    "<use imported note>" retains the original transaction line's information in the note field instead of the default note attached to the category and extended codes.

    0_1501037353245_51cbf6c1-a3fe-4817-b41a-4c27463f4553-image.png

    Helpful tip

    Use as brief a description as possible so that the autocode isn't limited.

    In the image above, the keyword Hansen has been used, not the full note of 5x Hansen Female straight 20mm.

    If the full text is used, the autocode is limited to only looking for "5x Hansen Female..." to code.
    This means the autocode won't work if next time, you purchase 3x Hansen Female Tee 20mm.

    However, if the word Hansen is autocoded, any joiner purchase regardless of size or quantity will code to RM : WS (Repairs & Maintenance : Water Supply).

    Want to know more?

    How to autocode imported bank transactions
    How to autocode manually entered transactions


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