If you have the Company Settings permission, you can access the Company Settings within your company folder.

Access

To access the Company Settings page:

Click Home on the left-hand side menu.
Select the company from the list.
Click Company Settings on the second menu on the left.

📎NOTE: Alternatively, if you use AutoEntry via Sage from Accountant, click Folder (instead of Home), then Company Settings.

Settings

The following settings are available:

Company Details

Billing A/c

This shows the email address of the billing user associated with the company.

📎NOTE: This field is disabled by default. If you need to change the email, you need to follow the process to change the billing user.

Company Name

This allows you to edit the company name. If integrated with accounting software, this name must match the name of the company within your accounting software.

Company Location

This shows the home country of the company.

Currency

AutoEntry will use this setting to automatically convert foreign currency invoices back to the home currency.

Once you've created a company, the field will deactivate if you've integrated with a software or if you have already uploaded files.

📌TIP: If you need to change the currency, we recommend you create a new company. Make sure to assign the correct base currency as you create it.

Any invoices/bills already uploaded to the original company you can then move to the new company. You can then delete the original company.

📎NOTE: If the currency isn’t available in the currency dropdown when setting up, contact support.

Date Format

This shows the date format you want to apply to your invoices.

For example, DD-MM-YY or MM-DD-YYYY etc.,

Accounting Settings

Reference in Accounting Software

When you publish an invoice, it will either use the Invoice number, or the Autoentry ID, depending on your selection.

Invoice Number uses the invoice number extracted from the invoice
AutoEntry Id is an individual number created by AutoEntry for each invoice

📌TIP: To ensure that invoice numbers are showing when publishing to your accounting software, select Invoice Number from your Accounting settings.

Suggested Supplier/Customer Accounts

When you turn this on, AutoEntry will compare the name extracted from the document with your contact list. If it finds a match, AutoEntry fills in the supplier/customer account automatically with that account.

📎NOTE: The little blue tab in the corner of the supplier/customer field indicates the selection is an automatic suggestion from AutoEntry.

Not Registered for VAT

This allows you to set your company as non-VAT registered.

VAT Period Reporting

This allows you to tag invoices for VAT period reporting.

Purchases

These are settings specific to Purchase invoices:

Default VAT Codes - Allows you to set a default VAT/Tax code for AutoEntry. This then automatically populates the VAT so the VAT extracted on the invoice matches your preferred default tax rate
Default Due Date - Allows you to set this for both Purchase and Sales invoices, before posting to your accounting software
Capture Line Items - This is available as an option for all invoices/bills processed by AutoEntry

Sales

Settings specific to Sales invoices:

Default Sales Category - If you categorise all sales invoices to the same nominal (for example, the Sales account), you can set it here. AutoEntry then assigns that nominal category to all Sales invoices for you
Default VAT Codes - Same as for Purchases
Capture Line Items - Same as for Purchases

Notifications

Notification Emails allows you to set the email addresses that receive a notification email once the document extraction is complete.

Mailbox Settings

When you set up a company, AutoEntry will automatically generate an email address for each folder, to be able to submit documents via email.

You can:

Change the name of these email addresses
Choose whether multiple email attachments process as a single item

Additional Details

You can activate the display of custom references to show under the company name in your Companies list.

Preferences

Archive invoices

Select this option if you want to archive your invoices automatically after you publish them to your accounting package.

Shared Links

Select if you want to make any shared link you create private or public.

Show Invoice Number

To enable the visibility of invoice numbers in the Sales or Purchases Inbox and Archive folders, make sure to tick the option "Show Invoice Number". It will appear under the View column.

File Management

This gives you the option to have AutoEntry delete a file from the File Management folder automatically after your submit it for processing.