If you have an invoice that needs to be published to a supplier/customer account not yet set up in your accounting software, AutoEntry gives you the option to create a contact on the invoice.
How do I create a contact?
Once the relevant invoice has finished processing and has reached your Inbox:
Click on the supplier/customer account drop-down menu and select Add Contact.
A pop-up window will appear asking for the contact's details. Once these are filled in, AutoEntry creates this contact in your accounting software and publishes the invoice to it. Please note: the 'Name' field has a limit of 30 characters.
If you are receiving a Failed to create contact error after completing these steps, please click here.
Apr 27, 2023, 07:00 AM