If you uploaded invoices to the incorrect folder by mistake, you can move them to another folder or company. You can select and move multiple invoices.
📎NOTE: This feature is only available for Sales, Purchases and Expenses.
You can't move documents extracted to the Bank Statement or Supplier Statements folders into other folders as their format is different. You need to upload those documents again in the right folder.
You can move receipts or invoices from the Expenses folder to the Purchases folder or vice versa.
⚠️CAUTION: Moving invoices from Sales to Purchases or vice versa can cause some data loss. This can occur around line items or tax summaries depending on the invoice. You need to correct this manually in this case.
In AutoEntry, go to your Sales, Purchases or Expenses Inbox and select the documents you wish to move.
Once you’ve selected the invoices, click Actions and then Move from the drop-down menu.
In the pop-up window, confirm the company name and folder to move the invoice to.
The current company you're viewing will populate automatically in the drop-down, so you only need to change this if moving to a different company.
Click Move to confirm.
Queries this guide answers
Queries this guide answers
Move invoice to another folder
Move invoice to another company
Invoice in wrong folder
Invoice uploaded to wrong company
Invoice uploaded to wrong folder