Objective

Your inbox is where you will see all documents processed by AutoEntry and awaiting publishing by you.

This article will give you a brief overview of the inbox and its functionalities!

Procedure

To access your inbox, click on the Inbox button on any folder seen on your company homepage.

Purchases/Sales Folder

Your inbox will look something like this:

  1. Clicking this will take you back to your company homepage.

  2. Here you can click the Activity, Archive, Rejected or People tabs to be brought to those pages.

  3. +Add Items allows you to upload invoices/bills to the folder.

  4. You can search for certain invoices by Doc ID in this search bar, and select a certain date range if necessary.

  5. Click the > button to move to the next page of your inbox.

  6. Clicking the blue eye icon or View button will bring you to the single invoice view page.

  7. The green tick icon is the publish button.

  8. These dropdown menus allow you to select the Supplier Account, Category and VAT code for that invoice.

  9. Ticking this box will mark the invoice as paid.

  10. These dropdown menus allow you to select the Location and Class codes for the invoice (Project Reference and Cost codes for certain integrations will be present here also).

Supplier Statements Folder

Your inbox will look something like this:

  1. Clicking this will take you back to your company homepage.

  2. Here you can click the Activity, Archive, Rejected or People tabs to be brought to those pages.

  3. +Add Items allows you to upload statements to the folder.

  4. You can search for certain invoices by Doc ID in this search bar, and select a certain date range if necessary.

  5. Click the > button to move to the next page of your inbox.

  6. Clicking the blue eye icon or View button will let you view the statement.

  7. This dropdown menu allows you to select the supplier account correlating with the statement. Please note that it is necessary to fill this in before you can reconcile the statement.

Bank Statements Folder

Your inbox will look something like this:

  1. Clicking this will take you back to your company homepage.

  2. Here you can click the Activity, Rejected or People tabs to be brought to those pages.

  3. +Upload allows you to upload statements to the folder.

  4. You can search for certain invoices by Account Number in this search bar, and select a certain date range if necessary.

  5. Click the > button to move to the next page of your inbox.

  6. This is where you will see the Project name if you have set one up. You can edit the Project name or delete it completely if necessary.

  7. Clicking the blue eye icon or View button will let you view the statement.

  8. If your company is integrated with QuickBooks Online, you have the option to fast-code your statements here.

  9. You will need to download your statements, using this dropdown menu to select the format, before exporting them to your accounting software.

  10. This allows you to download a .zip file of the statement(s) uploaded for that account.

  11. The trash can icon permanently deletes the account and its contents. The pop-up window pictured below will ask you to confirm this deletion. Files cannot be retrieved if you delete them.

Additional Information

  • An overview of the Expense Reports folder can be found here.

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