As an accountant-user working with AutoEntry, an important decision to make is what methods make most sense to obtain source documentation from your client (i.e. invoices, receipts etc):
- Grant the client access to your AutoEntry company to upload documents directly (either via the web or mobile app).
- Set up emailing/auto-forwarding of invoices to unique designated AutoEntry mailbox addresses.
- Have the client set up fetching connections in AutoEntry for automatic retrieval of their supplier invoices.
- Have the client send the documents via email/post etc for you to scan and upload.