PixieBooks Prompts allows you to create simple, plain-English rules for how different receipts should be handled.
To add a rule, in the PixieBooks dashboard just click Add Rule, type what you want to happen, and click Save Rule.
For example:
“Phone bills go under Subscriptions.
Additional phone bill costs go under Telephone & Internet.”
Now, next time a phone bill comes in, PixieBooks will automatically apply this rule — sending phone bills to Subscriptions and any extra charges straight to Telephone & Internet.
And that’s it! Smart, simple automation built right into PixieBooks — keeping your bookkeeping consistent with minimal effort.
Need ideas for rules?
Here are a few examples to help you get started:
Receipts from your local coffee shop could be recognised under your refreshments tax code. For example:
- Coffee purchased from Copperhouse Coffee is categorised as Refreshments.
- Coffee from other venues falls under Drawings.
Where a supplier payment exceeds a certain value, it may need to be capitalised. For example:
- Items from Currys PC World totalling more than £500 should be posted to IT Equipment.
- Items totalling less than £500 should be posted to Computer Expenses.
Some suppliers charge both monthly subscription fees and pay-as-you-go usage, where each needs a different code. For example:
- If the Vodafone invoice line refers to the subscription (“subscription”, “monthly plan”, “membership”), post it to Software Subscriptions.
- If the invoice line refers to usage (“usage”, “pay as you go”, “top-up”, “extra units”), post it to Usage-Based Charges.
Have a play around! See what PixieBooks is capable of and how you can make your life just that little bit easier!
