Below we run through each setting that can be altered within your Company Settings page.
To get to the company settings page, click Company Settings on the left-hand side of your company homepage.
You then see headings for the following:
Company Details
Company Details
Billing A/c
This shows the email address of the billing user associated with the company.
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 settings to automatically convert foreign currency invoices back to the home currency.
After you created a company, the field are greyed-out in the Company settings 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 is not available in the currency drop-down when setting up, contact support.
Date Format
This shows the date format to be used when you publish invoices.
For example, DD-MM-YY or MM-DD-YYYY etc,
Accounting Settings
Accounting Settings
Reference in Accounting Software
This controls what reference number is used for invoices published to your accounting software.
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, it means that AutoEntry compares the name of the extracted to the list of suppliers imported from your accounting software. If it finds a match, AutoEntry fills in the supplier/customer account automatically with that account.
Suggested Supplier/Customer Accounts by AutoEntry are highlighted by the blue tab in the corner of the supplier/customer field.
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 automatical 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 (e.g. 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
Notifications
Notification Emails allows you to set the email addresses that receive a notification email when documents have been processed.
Mailbox Settings
Mailbox Settings
This shows the email addresses automatically generated by AutoEntry when a company is set up. This uses the name of the company for the address.
You can:
Change the name of these email addresses
Choose whether multiple email attachments process as a single item
Additional Details
Additional Details
You can add any client reference number or ID to the company name when viewing the inbox along with the client type. These details are shown below the company name.
Preferences
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
File Management
This gives you the option to have AutoEntry delete a file from the File Management folder automatically after it has been submitted for processing.