The company folders page gives you an overview of all the folders and settings you have access to for a specific company.
📎NOTE: If you can't see a folder you need, this is due to your permissions. Contact the owner or someone with the Manage users permission to give you access.
Access
The access to the company's homepage will depend on the way you set up and access AutoEntry:
When accessing from autoentry.com
When you log in from autoentry.com
The login will bring you to the Companies list page.
Select the company from the list.
When you're already logged in
Click the Home icon to access the Companies list.
Select the company from the list.
📎NOTE: This applies to the following user profiles :
Users having created Standalone accounts directly via autoentry.com
Any additional users invited from AutoEntry People's page. This applies to both standalone accounts or accounts created via Sage for Accountants
When accessing from Sage for Accountant
When you access AutoEntry from Sage for Accountant > Client management, it will bring you to the company's homepage directly. You will not see any companies' list.
Once in the product, click the Folders icon on the left to access the company page.
When integrated with Accountsprep
If you're within the AccountsPrep integrated workspace, click the Home icon on the left-hand side to access the company's homepage.
Folders Overview
Depending on your set of permissions, you’ll be able to see a selection or all of the following folders and settings.
There are separate folders for each document type:
Purchases
Supplier Statements
Sales
Each folder contains the following tabs or sections:
Inbox - Includes extracted invoices or statements ready for approval or publication
The purchases inbox will also include approved expenses.
Activity - Full list of all the documents uploaded to that folder
Archive - All the invoices you archived after approval / publication
Rejected - Any rejected files after upload
People - All users with access to this company
The Expense Reports folder contains more sections depending on the permission:
📎NOTE: Each folder will indicate the number of items within each section. Click the link to access the section.
Company settings
If you have the Company Settings permission, the following sections will show as a sub-menu:
📌TIP: From this page, you can also upload documents directly by clicking Upload Document in the top-right corner of the screen.