A quick step by step guide to setting up and using AutoEntry. 

For Companies Integrated to an Accounts Package:

  • Sign up to AutoEntry on www.autoentry.com. The signup process guides you through the initial setup including integrating your accounts package to AutoEntry and adding a company.
  • On the home page for that company, click '+Upload' to upload your files
  • Select the files to be uploaded.
  • When processed (turnaround times), click on the inbox to view the list of invoices.
  • Single invoices can be viewed clicking on the blue 'eye' icon to the left.
  • Set the Supplier account, Category and Tax Code* for the invoice (all 3 must be selected)
  • Click the green tick to the left to publish the invoice to your accounts package.
  • The invoice will now publish straight through to the relevant supplier account within your accounting package.

*Tax code selection depends on your local tax requirements or settings and might not be present. 

Did this answer your question?