You can use the AutoEntry mobile app to upload invoices and receipts to your AutoEntry company directly from your phone.
You can either use the app to take a photo of the document, or you can select existing images from your phone's photo library.
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.
You can either:
Take a photo of the document(s) in the app to upload
Select images from your photo gallery to upload
If you take multiple photos or select multiple images you must choose whether to upload them as separate documents or combine them into one document.
📌TIP: Typically, you would use the 'One document' option if an invoice has multiple pages and needs to be considered the same document.
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 these options, because they may differ. You can add these details to them later on the AutoEntry website.
📌TIP: You can tap Remove if there is an image you no longer want to include.
If you took photos of the documents using the mobile app, you can tap Replace to retake a photo of a document. This option isn't available if you selected images from your phone's camera gallery.
Tap Submit.
Next steps
After you submit and upload the document, you see a Submission Progress bar.
After this progress bar completes, you can see the uploaded document(s) on your Upload Activity. Here you can see their processing status, such as whether they're still processing or whether they've been processed or rejected.
Once done they appear in your company on the AutoEntry website. You can see which documents have been uploaded via the mobile app.
