You can manage your contacts from the Company Contacts section.
Access
If you have the permission, you can access the Company contacts from the Home section.
Click Home.
Click the company's name.
Click the sub menu Company contacts.
Features
Once you access the Company Contacts, the following options are available from both the Supplier and Customer tabs:
Search
View and edit
Click the name to view the contact details.
You can also configure supplier settings (not available for customers)
📌TIP: Suppliers settings allow you to automate default descriptions and codes when you allocate a supplier to your invoices. You can also activate the auto-publish feature for those invoices.
If you're not integrated with an accounting software, you can also upload and add new contacts:
Upload Suppliers / Customers
Add Supplier / Customers
📎NOTE: When integrated, your contacts will synchronise automatically from the accounting software to your AutoEntry account. If you update a contact in your accounting package, you may need to re-sync your data.