How to tag all invoices the same

How can I create an option for all invoices from a certain supplier to be treated the same so that I can just click “confirm” to tag them.
eg The Post Office All invoices to have a description of postage with the category of postage and packaging and no VAT on any invoice.

Hello @infinitetravel8

You can use bank tagging rules to help with this. There are 2 ways to set these up.

  1. Tag the first one, and if it can be used, you can select “Save as a tagging rule”

  2. Go to Banking >> Bank Tagging Rules

You can set these up based on the transaction description. If you leave auto tagging off, you will be prompted to confirm it before it saves.

Hope that helps!

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