As an accountant/bookkeeper 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). This guide will outline 4 different methods of doing so.
Accountants & Bookkeepers
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.