The company folders page gives you an overview of all the folders and settings you have access to for a specific company.
Depending on your set of permissions, you’ll be able to see a selection or all of the following folders and / or settings.
Available folders: Purchase invoices, Supplier Statements, Sales invoices, Bank Statements and Expenses.
Available settings : If you have the Company Settings permission, this will give you access to all four settings: Company Settings, Company Contacts, Manage lists, Integrate.
Access
When using AutoEntry as a standalone product: click the Home icon on the left and select the company from the Companies list.
If you're accessing AutoEntry from Client Management (Sage for Accountants), this is the first page you'll see. When navigating throughout the product, click the Folders icon on the left to go back to this page.
If you're within the AccountsPrep integrated workspace, click the small Home icon on the left hand side.
Company's settings
When you are in the company's folder page, the settings menu will show as a sub-menu, but only if you have the Company Settings permission. It gives you access to the following pages:
Folders Overview
There are separate folders for Purchase invoices, Supplier Statements, Sales invoices, Bank Statements, Expenses and File Management.
Under the main folder headings, the number beside each folder shows how many invoices or items are in that folder.
Inbox - Bring you to the main list view of new invoices or statements ready for approval or publication
Activity - Shows a full list of all documents uploaded to that folder
Archive - All invoices you archived after approval / publication
Rejected - Any rejected files after upload
People - All users with access to this company
Reports (Expense Reports folder only) - a list of all active reports for the current user
Review (Expense Reports folder only) - a list of all reports submitted to yourself. (This is only visible to a specific user within the company)
📌TIP: You can upload documents directly to your folders by clicking Upload Document in the top-right corner of the screen.
📎NOTE: If you can't see a folder you need, this is due to your permissions. Contact the owner or admin user of your account to give you the access.