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Move invoices to another folder or company
Move invoices to another folder or company

How to move invoices uploaded to the wrong folder or company.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Uploaded invoices can be moved to another folder or company. This is useful if you ever upload an invoice to the wrong folder or wrong company, and need to move it to the correct one.

📎NOTE: This feature is only available for invoices/bills.

⚠️CAUTION: Moving invoices from Sales to Purchases or vice versa can cause some data to be lost, specifically line items or tax summaries depending on the invoice. You can simply enter these manually if this occurs.

  1. In AutoEntry, go to your inbox and select the invoice you wish to move.

    📎NOTE: You can only move a single invoice successfully at a time. Attempting to move more than one at a time may result in errors.

  2. Once you have selected the invoice you wish to move, click Actions and then Move from the drop-down menu.

  3. A new window pops up for you to confirm the company name and folder you want to move the invoice to.

    The current company you're viewing populates in the Company dropdown, so you only need to change this if moving to a different company.

  4. Click Move to confirm the move.

Queries this guide answers

  • Move invoice to another folder

  • Move invoice to another company

  • Invoice in wrong folder

  • Invoice uploaded to wrong company

  • Invoice uploaded to wrong folder

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