Line items let you split a document’s total cost into individual parts, so you can track spending more accurately. Whether you want full control or prefer to automate it, Apron makes it easy.
Automatically capture line items for all documents
To automatically capture line items every time you upload a document:
Go to ‘Settings’ – ‘Advanced bookkeeping’ – ‘Automation’
Toggle on the ‘Capture line items’ option
Once it’s on, we’ll automatically create line items for all new documents you upload. If anything’s not quite right, you can go back and update the details manually.
Manually create or edit line items
Want to manage line items for a specific document? Here’s how:
Go to the ‘Bookkeeping’ section and open the document.
Scroll to the ‘Line items’ section.
Click on ‘Create line items’ to enter them manually, or click on ‘Capture line items’ to let Apron fill them in for you.
If the line items don’t look right, or you’d like to make changes, click on ‘Edit’ next to the ‘Line items’ section. You can adjust any of the fields – you’re always in control.
Set line item rules by contact
You can customise how line items are handled for documents from a specific contact. That way, Apron knows how you want to treat those documents every time.
To set this up:
Go to the ‘Contacts’ section and select the contact.
Open the ‘Customer/Supplier Rules’ tab.
Click on ‘Set supplier/customer rules’.
Under ‘Line items rules’, choose one of the following options:
Default – Adhere to your company-level line item settings.
Capture line items – Line items will be automatically captured when possible.
Auto-split line items – Line items will be automatically split based on the rules you set up.
Manually handle line items – You’ll create and edit line items each time you upload a document.
If you select auto-split line items, you’ll be able to set:
How many line items a document should include.
How the details should be pre-filled – such as description, category, % of total, quantity and tax rate.
Once these rules are saved, Apron will apply them automatically to all new documents from that contact, saving you time and keeping things consistent.