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 settings.
Available folders: Purchases, Supplier Statements, Sales, Bank Statements and Expense Reports.
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.
📎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.
Access
The access and menu name will depend on the way you set up AutoEntry:
When using AutoEntry as a standalone product:
Log in or click the Home icon on the left.
This will bring you to the Companies list page.
Then select the company from the list.
When accessing AutoEntry from Sage for Accountant
When you open AutoEntry from Client Management, it brings you to the company page directly.
Once in the product, click the Folders icon on the left to access the company page.
If you're within the AccountsPrep integrated workspace, click the Home icon on the left-hand side.
Company settings
If you have the Company Settings permission, the following sections will show as a sub-menu:
Folders Overview
There are separate folders for each document type:
Purchases
Supplier Statements
Sales
Each folder contains the following tabs or sections:
Inbox - Includes extracted invoices or statements ready for approval or publication
The purchases inbox will also include approved expenses.
Activity - Full list of all the documents uploaded to that folder
Archive - All the invoices you archived after approval / publication
Rejected - Any rejected files after upload
People - All users with access to this company
The Expense Reports folder contains more sections depending on the permission:
Expenses - equivalent to the Inbox
Reports - a list of all active reports for the current user
Review - a list of all reports to review (under the approver's profile only)
📎NOTE: Each folder will indicate the number of items within each section. Click the link to access the section.
📌TIP: You can upload documents directly by clicking Upload Document in the top-right corner of the screen.