Objective
This article will take you through the 4 key steps to upload, review and publish your documents on AutoEntry.
Procedure
To perform a simple upload, review and publish of a basic invoice from AutoEntry into your accounting package:
On the homepage of your AutoEntry company, select '+Upload' in the relevant folder (Purchases or Sales) to upload the client files (more info).
When the files are processed, go to the inbox folder to view the invoices extracted (more info).
Select the Supplier account, Category (i.e. Nominal Account) and Tax Code for each invoice. These lists will already have been synced from your accounting package integration (more info).
Select ‘Publish’ (green-tick) to post the invoices across to your accounting package (more info).
Additional Information
If you have yet to integrate your company with an accounts package, click here for the steps on how to do so.