To perform a simple upload, review and publish of a basic invoice from AutoEntry into your accounting package:

  1. On the home page for your AutoEntry company, select '+Upload' in the relevant folder (Purchases or Sales) to upload the client files (more info).
  2. When the files are processed, go to the inbox folder to view the invoices extracted (more info).
  3. 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).
  4. Select ‘Publish’ (green-tick) to post the invoices across to your accounting package (more info).
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