Objective
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.
Applies To
Accountants & Bookkeepers
Procedure
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.