Once you click into a company within AutoEntry, you will see three document folders - Purchases, Sales, and Statements. The Purchases folder is where you would upload purchase invoices, receipts and purchase credit notes. The Sales folder is where you would submit sales invoices or sales credit notes and Statements is where you can submit bank or card statements. Click on the “+ Upload” button above the relevant folder:
This will open a new window where you can either select files directly from your computer. Alternatively, you can email the files to the unique email address set up for the relevant folder:
If you receive invoices via email from any of your clients, you can also provide them with the relevant AutoEntry email address so that they can send their invoices directly into your AutoEntry account.