From within company settings the following details can be set via the tabs across the top:
Company Settings:
Main Company Settings:
- The billing account associated with the company is displayed
- Company Name
- Base Currency for the company
- Date format
- Country
- Notification Email Address
- Purchase and Sales mailbox email address
Company Defaults:
- Reference number published in your accounts package
- VAT Period reporting
- Auto Archive
- Purchase Invoice Line Item Capture
- Global Default Due Date
- Shared Links
- VAT or Non-VAT Registered
Purchase and Sales Integration Tabs:
- To Select your accounting package to integrate with
If already integrated:
- To Re-Sync the Data in AutoEntry to the most up to date version
- Dis-Connect from accounts package if required
- To Allow Duplicate invoices to be published
- To publish invoices as Draft/Awaiting Payment/Awaiting Approval (Xero only)
Integration Payment Account Tab:
- To select payment accounts to be made available within AutoEntry (Accounts Software Dependant)