Once on the Company Homepage it gives an overview of the data processed for that company grouped by folders and access to that companys settings.
The Menu bar to the left gives access to:
- Company Settings
- Company Suppliers
- Manage Lists
For Purchase and Sales invoices and Bank Statements there are separate folders under each heading. Items can be uploaded directly to the Purchase, Sales or Bank Statement Folders by clicking on Upload for the relevant folder.
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/statements AutoEntry has processed
- Activity - Shows a full audit of activity on the account.
- Archived - All invoices previously processed and published by AutoEntry
- Rejected - Any files or invoices that were rejected for processing by AutoEntry
- People - All users with access to this company.