Autoboeker

Workflows

Line-level booking: splitting, merging and allocating

When to book an invoice at line level, when to merge lines and how to allocate across GL accounts or by percentage, with examples.

Sebastian de Goeij 6 min read Updated

Short answer

Line-level booking books each invoice line with its own GL account, VAT code and cost centre, needed for mixed costs or VAT rates. Lines with the same GL account and VAT code can be merged. Autoboeker splits or summarises lines automatically and supports allocation across accounts and by percentage.

Key takeaways

  • Split for different cost types or rates.
  • Merge many lines with the same account and VAT code.
  • Allocate shared costs by percentage.
  • Set the preference per client or firm-wide.

How does Autoboeker automate this?

Line-level booking, automatic splitting and summarising, merging by account and VAT code, allocation by account or percentage, with firm-wide preferences and per-administration exceptions.

FAQ

Questions about this topic.

Yes, lines with the same GL account and VAT code.

See it working in your own administrations.

In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.

Cancel monthly · Free onboarding and check-ins · 30-day money-back guarantee

Exact OnlineTwinfieldSnelStarte-Boekhouden