The company homepage is where you can access all the main features of AutoEntry, including your folders where uploaded documents go, and your Company Settings.
This article will give you an overview of the homepage and its functions.
How to access the Company Homepage
To access your company homepage, all you will need to do after logging in is click on any company name from your list.
You can also select the back button at any time when you are already working on a company to return to the homepage.
What can I see on the Company Homepage?
Your homepage will look similar to the image below. Depending on your permissions, you will be able to see your folders and the navigation menu on the left.
The navigation menu gives access to the following pages:
How do the folders work?
Items can be uploaded directly to your folders by clicking + Upload Document on the top right corner of the screen.
There are separate folders for Purchase invoices, Supplier Statements, Sales invoices, Bank Statements and Expenses.
You can also access our File Management feature from the homepage.
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 list of all documents uploaded to that folder.
Archive - 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.
Reports (Expense Reports folder only) - a list of all active reports for the user logged in only.
Review (Expense Reports folder only) - a list of all reports submitted to the user logged in that have yet to be approved/rejected.