Company Settings Overview

Objective

This article will go through each setting that can be altered within your Company Settings page.

The Company Settings page is located on every AutoEntry company. Users will only have access to this page if their permissions are set as such.

To get to the Company Settings page, you can click the cogwheel icon to the left of your company name from the AutoEntry homepage:

You can also select the Company Settings button on the left hand side of the company's homepage:

On the left hand side of the screen, you will see headings for the following:

Billing A/c denotes the email address of the billing user associated with the company.

Company Name allows you to edit the company name within AutoEntry. If integrated with an accounts package this name must match the name of the company within that package.

Company Location denotes the home country of the company. Currency denotes the base currency for the company. AutoEntry will automatically convert foreign currency invoices back to this home currency.
If integrated with an accounts package or if files have already been uploaded to this company, this setting cannot be changed.

In this case, we would recommend creating a new company and making sure to assign the correct base currency upon creation. Any invoices/bills already uploaded to the original company can then be moved to the new company. The original company can then be deleted.

Reference in Accounting Software controls what reference number is used for invoices when published to your accounting software.
- Invoice Number uses the invoice number extracted from the invoice.
- An AutoEntry Id is an individual number created by AutoEntry for each invoice.

Turning on Suggested Supplier/Customer Accounts means that AutoEntry will compare the name of the invoice as extracted to the list of suppliers imported from your accounts package. If it finds a match, AutoEntry will fill in the supplier/customer account automatically with that account.

Suggested Supplier/Customer Accounts by AutoEntry will be highlighted by the blue tab in the corner of the supplier/customer field.

Not Registered for VAT will allow you to set your company as such. Please click here for more info.
VAT Period Reporting enables tagging of invoices for Vat period reporting. Please click here for more info.
The Default Due Date setting allows you to set this for both purchase and sales invoices, before posting through to your accounts software. Please click here for more info.
Capture Line Items is available as an option for all invoices/bills processed by AutoEntry. Please click here for more info.

Notification Emails allows you to set the email addresses that will receive a notification email when documents have been processed. Please click here for more info.

Mailbox Details denotes the email addresses that are automatically generated by AutoEntry when a company is being set up, using the name of the company for the address. For more info please click here.

Archive Invoices gives you the option to automatically archive your invoices after they have been published to your accounts package. Please click here for more info.
Shared Links controls who can access a shared image from AutoEntry externally. Please click here for more info.
Show Invoice Number will display invoice numbers in the Inbox and Archived folder for purchases and sales, without you having to click into the invoice to view it.

If you are looking for an overview of Supplier Settings in AutoEntry, please refer to this article.