To perform a simple upload, review and publish of a basic invoice from AutoEntry into your accounting package:
- On the home page for 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 sync’d from your accounting package integration) (more info).
- Select ‘Publish’ (green-tick) to post the invoices across to your accounting package (more info).