The company homepage is where you can access all the main features of AutoEntry, including your folders where uploaded documents go, and your Company Settings.
To access your company homepage, after logging in click any company name from your list.
Depending on your permissions, you will be able to see your folders and the navigation menu on the left.
Navigation menu
The navigation menu gives access to the following pages:
Folders
You can upload documents directly to your folders by clicking Upload Document in the top right corner of the screen.
There are separate folders for Purchase invoices, Supplier Statements, Sales invoices, Bank Statements and Expenses.
You can also access our File Management feature from the homepage.
Under the main folder headings, the number beside each folder shows how many invoices or items are in that folder.
Inbox - Bring you to the main list view of new invoices/statements AutoEntry has processed.
Activity - Shows a full list of all documents uploaded to that folder.
Archive - All invoices previously processed and published by AutoEntry.
Rejected - Any files or invoices that were rejected for processing by AutoEntry
People - All users with access to this company.
Reports (Expense Reports folder only) - a list of all active reports for the user logged in only.
Review (Expense Reports folder only) - a list of all reports submitted to the user logged in that have yet to be approved/rejected.