Questions

This article will provide answers to the following frequently asked questions:

  1. Can I create new companies in the app?

  2. Can I publish invoices from the app?

  3. Can I upload Bank Statements on the app?

  4. Can Expense Reports be approved/rejected on the app?

  5. Can I assign supplier accounts, category and VAT codes on the app?

Applies To

Answers

1. Can I create new companies in the app?

It is not possible to create new companies on the mobile app. New companies must be created on the desktop website, and will then be available in the app after logging out and back in.

2. Can I publish invoices from the app?

It is not possible to publish invoices to your accounting software via the mobile app. This must be done on the AutoEntry desktop website instead.

3. Can I upload Bank Statements on the app?

Bank Statements cannot be captured or uploaded via the mobile app. They typically use smaller and denser text than receipts and invoices, and require a sharper, scanned image for accurate extraction and processing.

Bank Statements incorrectly uploaded to Purchases, Sales or Expense Reports folders will be rejected and will consume credits.

4. Can Expense Reports be approved/rejected on the app?

It is not possible to approve or reject Expense Reports via the mobile app. This must be done on the desktop website instead.

5. Can I assign supplier accounts, category and VAT codes on the app?

It is not possible to assign supplier accounts, categories or VAT codes to invoices/receipts via the mobile app. In order to make the app as easy to use for non-accountants/bookkeepers, the app is designed only for snapping images of your purchase invoices/receipts and uploading them to your account.

The coding and publishing of your invoices would instead be done on the desktop website.

If you use tracking categories in your accounting software, you can select a tracking category from the app before uploading the image.

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