For Companies Not Integrated to an accounts software:
- Sign up to AutoEntry on www.autoentry.com. The sign up process guides you through the initial setup including adding a company. You can skip the stage for integrating an accounts package
- On the home page for that company, click '+Upload' to upload your files
- Add Supplier/Customer accounts and VAT codes and Categories
- When processed (turnaround times), click on the Inbox to view the list of invoices. Single invoices and line items/tax summaries can be viewed clicking on the blue 'eye' icon to the left
- Set the Supplier, Category and Tax Code* for the invoice
- Click the checkbox to the left of each invoice and then download as a CSV/Excel file
*Requirement to select a tax code depends on your local regulations.