Follow the steps below to help you get started with AutoEntry if you don't integrate with an accounting package.
📌TIP: If you integrate with an accounting software, visit Getting started - integrated companies.
If you use AutoEntry via Sage for Accountants, visit Getting started with Sage for Accountants.
Set up your company and settings
Sign up to AutoEntry at www.autoentry.com.
The sign-up process guides you through the initial setup including adding a company.
You can skip the stage for integrating with an accounts package.
Set up your categories from the Manage list section.
Add your contacts.
Check your Company Settings.
📌TIP: Once you've set up your categories, you can set up defaults codes.
Add any extra users and set their permissions.
Upload and process your documents
Once you're set up, you can prepare your files and upload them for extraction.
Check the file format before you upload any document to avoid any rejection and loss of credits.
When you're ready, click Upload to import and extract your files.
Make sure to select the relevant folder and select whether you want the full line extraction or extract the totals only.
📌TIP: Select the files carefully. The upload will start the extraction process and will use credits straight away.
Once you've selected and uploaded the file, check the extraction progress from the Activity tab.
Once the file is ready, access the Inbox to view the extracted data.
You can select the Supplier/Customer Account, Category and Tax Code for the invoice.
Once you've processed your invoices, you can Approve them and move them to the Archive. This helps you keep the inbox tidy.
Export your invoices from the Download feature and select the appropriate format.
You can also export your bank statements in various formats, allowing you to re-import into a selected software.
TIPS
Manage your lists
You can hide any contacts or categories you don't want to use.
Activate full lines extraction
If you want to extract all the line items within an invoice, you can activate this during upload or for all invoices. This uses an extra credit per invoice.
Set up defaults and automation:
Rather than selecting codes manually every time after extraction, you can set up default tax categories and activate automation.