Quick Entry Rules

Sage One Accounting can automatically remember which account, customer or supplier to use based on the description you enter while processing your bank and credit card transactions.

If you enter a description that Sage One Accounting recognises, the system will automatically complete the type of transaction and account, customer or supplier selection for you.

To access this function, select Banking…Lists…Quick Entry Rules.

  • Enter the description you wish for Sage One Accounting to map.
  • Select the type of account you wish to map the description to.
  • Select either the account, customer, supplier or VAT account from the Set the type to column.
  • Select the VAT type from the Using the following VAT column.

Click on the save button to save all the details that Sage One Accounting needs to map.