On any of your AutoEntry companies you will see two folders that you can upload invoices to:
The Purchases/Bills folder is where you would upload purchase invoices, receipts and purchase credit notes.
The Sales folder is where you would upload sales invoices or sales credit notes.
How to Upload an Invoice
Click on the + Upload Document button on the top right corner of your screen.
This will open a new window where you can use the drop-down menus to select the company and folder you are uploading to. You can either select files directly from your computer (In .PDF, JPEG, TIFF or XLSX/DOC format) or drag and drop files straight into the window.
Alternatively, you can email the files to the unique email address set up for the relevant folder.
Please note - if you wish to change any of the default settings shown below, these must be selected before uploading the file to be applied successfully.
Processing of files is not instant, please check here for processing times.
Here is a quick video showing the full process also:
How do I know my file has been uploaded?
Once AutoEntry has received your files there will be a notification banner in the relevant inbox to inform you that we have received the files and are processing them.
Also, in the Activity tab you will be given all activity that has taken place in your company including uploads.
It can take a minute or two for the notifications to update when the files have been received.
A beginner's guide for uploading files to AutoEntry can be found here.
A guide on uploading Bank/Credit Card Statements can be found here.
A list of AutoEntry's accepted file types can be found here.
Nov 8, 2022, 9:06 AM