You can use the AutoEntry mobile app to upload invoices and receipts to your AutoEntry company directly from your phone.
You can use the app to either take a photo of a document, or select existing images from your phone's library.
📌TIP: Make sure to check and download the latest version.
Upload a document
Log in to the app.
At the bottom, confirm which company you want to upload the document for, and for which inbox.
For example, Purchases, Sales, or Expenses.
If you need to change the company and inbox, tap on the dropdown arrow next to Purchases. You can then select a different company and/or a different folder.
Tap Add a Receipt.
To upload documents, you can either:
Take a photo directly from the app
Select images from your photo gallery
📌TIP: You can now select and upload up to 50 files. If you’re still limited to 15, make sure to download the latest app update.
If you take or select multiple files, you can either:
Upload them as separate documents
Combine them into one
📌TIP: Typically, use the 'One document' option for an invoice with multiple pages.
If you select One document, you can add other details such as a description, select relevant categories, departments, codes, etc.
📎NOTE: If you select Separate documents you won't have the rep options, because they may differ. You can add these details to them later on the AutoEntry website.
Review the image before you submit it.
Remove an image - Tap Remove if there's an image you no longer want to include in your upload
Edit an image - Tap Modify, then Edit to crop or rotate your image
Replace an image - Tap Replace to retake a photo of a document
📎NOTE: The Replace option is only available if you took photos of the documents using the mobile app.
Tap Submit to upload it to your AutoEntry company.
Track your activity
After you select and submit a document, it will upload in the background until you find it on your Upload Activity. You can see its processing status, whether it's still processing or marked as processed or rejected.
📌TIP: Since April 25 you don't need to wait for the upload to complete to use the app. You can now keep using the app while the upload is in progress. Make sure not to close the app before it completes.
Once done, it will appear in your company on the AutoEntry website. You can also see which documents you uploaded via the mobile app.
