Objective

The company homepage is where you can access all the main features of AutoEntry, including your folders for uploaded documents, and your company settings.

This article will give you an overview of the page and its functionalities.

Procedure

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 home button at any time when you are already working on a company to return to the homepage.

Your homepage will look similar to the screenshot below. An overview of the data processed for that company is given, grouped by folders and access to that company's settings.

The menu bar to the left gives access to:

Items can be uploaded directly to your folders by clicking on '+Upload' for the relevant folder.

For Purchase invoices, Supplier Statements, Sales invoices, Bank Statements and Expenses, there are separate folders under each heading.

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 audit of activity on the account.

  • 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 (Expenses folder only) - a list of all active reports for the user logged in only

  • Review (Expenses folder only) - a list of all reports submitted to the user logged in that have yet to be approved/rejected

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