Receipts and invoices often contain multiple purchases that span different categories, clients, or projects. While Envoice defaults to summarizing data by tax rates, Line Item Extraction allows Envoice to process purchase invoices line-by-line. This provides granular control over cost allocation.
When to use Line Item Extraction
By default, Envoice extracts data grouped by tax rates, which is sufficient for most accounting needs.
You should only enable line-by-line extraction if there is a genuine business need for this specific level of detail (e.g., splitting a single invoice across multiple different projects or cost centers). Enabling this globally without a specific need may result in excessive data entry or clutter.
How to enable Line Item Extraction for specific suppliers
If you only require detailed extraction for specific vendors (e.g., a hardware store where purchases are split across job sites), you can enable it on a per-contact basis.
Navigate to Contacts.
Find and open the supplier you wish to edit.
Click the Edit (pencil icon) button.
Find the field labeled Line Item Extraction.
Select Enabled.
Click Save.
How to enable Line Item Extraction as a default
If your business requires line-level detail for the majority of your incoming invoices, you can enable this setting account-wide.
Navigate to Settings.
Select General.
Scroll down to the section labeled Extraction.
Locate Line Item Extraction and toggle the setting to Enabled.
Click Save.
Receipts and invoices often contain multiple purchases that span different categories, clients, or projects. While Envoice defaults to summarizing data by tax rates (VAT, GST, etc.), some bookkeeping workflows require a deeper level of detail.
Line Item Extraction allows Envoice to process purchase invoices line-by-line, extracting individual items to provide granular control over cost allocation.