Invoices and Bills

All the information on scanning, uploading, viewing and publishing Invoices, Bills, Receipts and Credit Notes for Purchases and Sales invoices

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50 articles in this collection
Written by Brian Carolan
Post Processing - Invoices have been processed

Recognising an Invoice that has been Auto-Published

Once Auto-Publish as occurred.... How do you know?
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Written by Brian Carolan
Updated over a week ago

Remember? function

Remember, Remember..... Your default supplier/category and tax codes!
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Written by Brian Carolan
Updated over a week ago

Turning on Auto Publish

A great feature for automatically publishing invoices through to your accounts package.
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Written by Brian Carolan
Updated over a week ago

How to View an Individual Invoice

Invoices / Bills processed? Let me see them!!!!!!
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Written by Brian Carolan
Updated over a week ago

AutoEntry and Credit Notes

Identifying Credit Notes in AutoEntry
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Written by Brian Carolan
Updated over a week ago

Selecting Supplier Account, Category and Tax Codes

Once an invoice has processed, use the drop down menus to select the relevant accounts.
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Written by Brian Carolan
Updated over a week ago

How can I approve without an integration

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Written by Brian Carolan
Updated over a week ago

Can I publish multiple Invoices/Bills at once?

Save the Clicks! Select all and publish all in one go!
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Written by Brian Carolan
Updated over a week ago

New Supplier not in the Supplier List - Add Contact

Posting an invoice to a supplier not currently set up in your accounts package.
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Written by Brian Carolan
Updated over a week ago

How do I download Invoices as a .csv file or Excel spreadsheet?

You can download your invoice data as a .csv or excel file if you're integrated or not.
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Written by Brian Carolan
Updated over a week ago

Publishing (Posting) an Invoice to your Accounts Package

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Written by Brian Carolan
Updated over a week ago

Warning Symbol beside an Invoice

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Written by Brian Carolan
Updated over a week ago

Is there a way to select all unpublished items only

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Written by Brian Carolan
Updated over a week ago

How do I find processed documents

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Written by Brian Carolan
Updated over a week ago

What happens when something is approved

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Written by Brian Carolan
Updated over a week ago

How to select multiple invoices at once

Need to move, publish, archive, reject or pay multiple invoices at once? Here's how....
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Written by Brian Carolan
Updated over a week ago

I didn't receive notification that invoices have been processed

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Written by Brian Carolan
Updated over a week ago

How can I select all published items only

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Written by Brian Carolan
Updated over a week ago

How do I see the information that has been extracted from my document

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Written by Brian Carolan
Updated over a week ago