If you uploaded invoices to the incorrect folder by mistake, you can move them to another folder or company.
📎NOTE: This feature is only available for invoices/bills. It's not available to Bank statements or Supplier statements.
You can move invoices from the Expenses folder to the Purchases folder.
⚠️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 can simply enter these manually if this occurs.
In AutoEntry, go to your Inbox and select the invoices you wish to move.
Once you’ve selected the invoices, click Actions and then Move from the drop-down menu.
A new window pops up for you to confirm the company name and folder to move the invoice to.
The current company you're viewing populates in the Company drop-down, so you only need to change this if moving to a different company.
Click Move to confirm the move.
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