Objective

AutoEntry companies not integrated with an accounting package (other than AccountsPrep) can create Customer, Supplier, VAT and Category codes in 'Company Contacts' or 'Manage Lists'.

This article will run through the steps required to upload these details to your company!

Applies To

  • Users with companies that are not integrated with an accounting software.

  • AccountsPrep users.

Procedure

Creating Customers/Suppliers individually

To add a single customer/supplier to your account (a customer is shown in this example) please follow these steps:

  1. Navigate to the Company Contacts page from your company homepage.

  2. Click Add Customers at the top of the Customers tab.

  3. Give the Customer a unique code and name, and click Add Customer at the bottom to confirm.

Uploading Customers/Suppliers in Bulk

To upload a .csv file containing multiple suppliers/customers (suppliers are shown in this example), please follow these steps:

  1. Navigate to the Company Contacts page from your company homepage.

  2. Click Upload Suppliers at the top of the Supplier tab.

  3. Download the sample .csv file by clicking 'Sample CSV file of Supplier', or upload one you have already created by clicking 'Select CSV to Upload' at the bottom.

  4. This file would need to be populated with unique codes and names, including 'Code' and 'Description' headings at the top of both columns.

  5. Once uploaded, the list of suppliers will then show on the Supplier tab, ready for you to allocate to your Purchase invoices!

Adding/Uploading VAT/Category Codes

You can follow the same steps as above in order to add individual VAT/Category codes to your company, or upload a list of multiple codes. The only difference being that you will need to access these pages by clicking on Manage Lists from your company homepage, rather than Company Contacts.

Uploading VAT Codes

  • A sample VAT code .csv template can be downloaded here.

  • AutoEntry also provides a default VAT code list. This can be applied by following these steps.

Uploading Category Codes

  • A sample Category code .csv template can be downloaded here.

  • AutoEntry also provides a default Category code list. This can be applied by following these steps.

Did this answer your question?