This article will take you through the steps for getting started using AutoEntry when you do not want to integrate a company with an accounts package.
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.
On the homepage for that company, click '+Upload' to upload your files.
Once processed (turnaround times), click on the Inbox to view the list of invoices. Single invoices and line items/tax summaries can be viewed by clicking on the blue 'eye' icon to the left.
Set the Supplier/Customer Account, Category and Tax Code* for the invoice.
Click the checkbox to the left of each invoice and then download it as a .csv file or Excel Spreadsheet.
*Requirement to select a tax code depends on your local regulations.
If you only use AutoEntry to upload bank statements, here are the steps you will need to follow to download them as a .csv or Excel file.