Invoices and Bills

How to Upload Files to AutoEntry

Uploading a document to AutoEntry that is saved on your computer

Written by Brian Carolan
Updated over a week ago

What format files are accepted?

When saving a file, what format does AutoEntry accept?

Written by Brian Carolan
Updated over a week ago

What does 'Queued for Processing' mean?

Do I need to do anything to have my uploads processed when their status is 'Queued for Processing'?

Written by Orlaith Maguire
Updated over a week ago

How Long Does Processing Take?

Expected Invoice and Statement Processing Times

Written by Brian Carolan
Updated over a week ago

File Status: File Failed Verification

Issue with file format type when uploading

Written by Erica Macari
Updated over a week ago

Can I Publish VAT Only Invoices?

Vat Only Invoices

Written by Erica Macari
Updated over a week ago

Applying Cost Centres/Tracking Categories to Batch Uploads

Written by Brian Carolan
Updated over a week ago

Is there a limit to the size of the files I can upload?

What limits are in place for uploading files.

Written by Brian Carolan
Updated over a week ago

Digital Invoices and Government Tax revenue offices

Soft copy vs digital copy invoices and how to download digital copies from AutoEntry

Written by Brian Carolan
Updated over a week ago

"File Already Uploaded" status showing in Activity tab

What does "File Already Uploaded - Process Anyway" mean and how to proceed

Written by Brian Carolan
Updated over a week ago

Duplicate Check Date Threshold (Sage Accounting, Xero and Quickbooks Online)

Setting the Duplicate check date threshold for Sage Accounting, Xero and QuickBooks Online integrations

Written by Brian Carolan
Updated over a week ago

Can I delete items from the Activity screen?

Is it possible to remove uploads from my Activity?

Written by Orlaith Maguire
Updated over a week ago

Upload error - Upload Failed

If your documents failing to upload

Written by Brian Carolan
Updated over a week ago

3 ways to cancel an upload

What to do if you need to cancel an upload, or you uploaded an incorrect invoice

Written by Tara Broderick
Updated over a week ago

How can I change my AutoEntry mailbox address?

Require a different email address to the one AutoEntry generates for uploading invoices, expenses and/or supplier statements?

Written by Brian Carolan
Updated over a week ago

Email invoices, bills and supplier statements to AutoEntry

Can I upload via Email? How can I upload via Email?

Written by Brian Carolan
Updated over a week ago

AutoEntry and Canadian Taxes

Does AutoEntry handle Canadian Taxes?

Written by Brian Carolan
Updated over a week ago

How do I get my paper documents into AutoEntry?

How to scan and photograph your invoices/receipts to upload to AutoEntry

Written by Brian Carolan
Updated over a week ago

Recommended Scanner Settings

Required Scanner Settings for Invoices and Statements

Written by Brian Carolan
Updated over a week ago

I've uploaded Invoices to the Wrong Folder/Company

What to do when you have uploaded invoices to the incorrect folder or company

Written by Brian Carolan
Updated over a week ago

Deleting an Invoice/Supplier Statement from AutoEntry

The steps required to delete an invoice/supplier statement from AutoEntry

Written by Erica Macari
Updated over a week ago

How do I republish an invoice?

The steps required to republish one or many of your invoices

Written by Emma Carroll
Updated over a week ago

'The invoice number field is disabled or it is hidden because the journal is not in invoice mode.'

How to solve this error on Invoices

Written by Erica Macari
Updated over a week ago

Xero and Quickbooks Online - Billable Expenses

Publishing Invoices as Billable Expenses and adding Customers to invoices for Xero and QuickBooks Online

Written by Brian Carolan
Updated over a week ago

What is a Doc ID?

What is a Doc ID and what is it used for?

Written by Emma Carroll
Updated over a week ago

Spelling error in Supplier Name?

Why is there a spelling mistake on my invoice's supplier name?

Written by Brian Carolan
Updated over a week ago

How to Amend an Invoice after Publishing

Steps for amending an invoice after you have published it

Written by Emma Carroll
Updated over a week ago

Where does AutoEntry get its Exchange Rates from?

Source of Exchange Rates used on Invoices

Written by Erica Macari
Updated over a week ago

What is the red triangle next to my invoice/bill?

What to do when you see a red triangle symbol next to an invoice

Written by Emma Carroll
Updated over a week ago

What does 'unpublish' mean?

How to unpublish an invoice if needed

Written by Amy O’Connor
Updated over a week ago

How to unarchive a document

What to do if you need to move a document back to your Inbox from your Archived folder

Written by Orlaith Maguire
Updated over a week ago

Remember? function

Remember, Remember..... Your default supplier/category and tax codes!

Written by Brian Carolan
Updated over a week ago

Applying Cost Centres/Tracking Categories To Individual Invoices

Written by Brian Carolan
Updated over a week ago

Sage 50 - Missing Project Code Error

Invalid or missing project code error

Written by Tara Broderick
Updated over a week ago

How to Change the Default Description on Invoices

Changing the Default Description added during processing

Written by Erica Macari
Updated over a week ago

Invoices/bills not showing in accounting package after re-integrating

After integrating with a different accounting package or file path, should my previously published invoices/bills appear automatically?

Written by Orlaith Maguire
Updated over a week ago

How do I archive my invoices?

A guide on archiving invoices

Written by Amy O’Connor
Updated over a week ago

Purchase Order Matching

How to match an invoice within AutoEntry to a Purchase Order within QuickBooks Online and Xero

Written by Elina Kokina
Updated over a week ago

Why are my figures re-calculated?

What figures are re-grossed and why?

Written by Brian Carolan
Updated over a week ago

How can I unpublish an invoice?

What to do if you need to unpublish an invoice or multiple invoices at once.

Written by Orlaith Maguire
Updated over a week ago

Auto-Publish

Auto-Publish is a great feature for automatically publishing invoices through to your accounts package

Written by Brian Carolan
Updated over a week ago

How to View a Single Invoice

How do I view extracted data on an invoice?

Written by Brian Carolan
Updated over a week ago

AutoEntry and Credit Notes

Identifying Credit Notes in AutoEntry

Written by Brian Carolan
Updated over a week ago

How to Download a PDF copy of your invoice

Download PDFs from Autoentry

Written by Tara Broderick
Updated over a week ago

Selecting Supplier Account, Category and Tax Codes

Once an invoice has processed, use the drop down menus to select the relevant accounts.

Written by Brian Carolan
Updated over a week ago

Can I publish multiple Invoices/Bills at once?

Save the Clicks! Select all and publish all in one go!

Written by Brian Carolan
Updated over a week ago

New Supplier/Customer not in the Contact List - Add Contact

Posting an invoice to a supplier/customer not currently set up in your accounts package.

Written by Brian Carolan
Updated over a week ago

How do I Download or Export Invoices as a .csv file or Excel Spreadsheet?

You can download your invoice data as a .csv or excel file even if you're integrated or not.

Written by Brian Carolan
Updated over a week ago

Generic Excel Format with a Shared Image Link

Generic Excel export with Image links

Written by Elina Kokina
Updated over a week ago

How do I find processed documents

Where are my processed files?

Written by Brian Carolan
Updated over a week ago

Publishing (Posting) an Invoice to your Accounts Package

How to publish an invoice to your accounting package and how to know it has successfully published.

Written by Brian Carolan
Updated over a week ago

What happens when something is approved

Where do my invoices go after I approve them?

Written by Brian Carolan
Updated over a week ago

How to select multiple invoices at once

Need to move, publish, archive or pay multiple invoices at once? Here's how....

Written by Brian Carolan
Updated today

I didn't receive notification that invoices have been processed

Why didn't I receive a notification that my invoices were processed?

Written by Brian Carolan
Updated over a week ago

How can I select all published/unpublished items only?

How do I only select published/unpublished invoices in my inbox?

Written by Brian Carolan
Updated over a week ago

Due Date Defaults

How to set up due date defaults for invoices

Written by Brian Carolan
Updated this week

AutoEntry Page Header Functions

What are each of the functions on AutoEntry's Page Header?

Written by Brian Carolan
Updated over a week ago

Currency Conversion and Selection

How does currency conversion work and how can I select it for my invoices?

Written by Brian Carolan
Updated over a week ago

Tax Inclusive and Tax Exclusive Invoices

Invoices and Receipts can be re-calculated for tax inclusive or exclusive with Line Item Extraction

Written by Brian Carolan
Updated over a week ago

Tax Summary

How to add a tax summary to an invoice

Written by Brian Carolan
Updated over a week ago

What does it mean when a document is Published?

What does publishing a file do?

Written by Brian Carolan
Updated over a week ago

Invoice Image Navigation

How to zoom in, download, rotate, and click to the next page of an invoice image

Written by Brian Carolan
Updated over a week ago

Share Option

What is the Share option on my invoice?

Written by Brian Carolan
Updated over a week ago

Invoice Details

What is extracted from invoices?

Written by Brian Carolan
Updated over a week ago

Does AutoEntry handle CIS Payments on Invoices?

Handling CIS (Construction Industry Scheme - UK) payments in AutoEntry

Written by Brian Carolan
Updated over a week ago

Line Item Extraction per Supplier

A setting on an individual supplier basis to request line item extraction

Written by Elina Kokina
Updated over a week ago

Sales Taxes and Line Items on US Bills

How AutoEntry treats sales taxes in Line Items for US clients on their Bills

Written by Brian Carolan
Updated over a week ago

Line Item Extraction

Need full Line Item extraction for Inventory/Stock control or just for better control of Income/Expenses

Written by Brian Carolan
Updated over a week ago

How to add multiple VAT codes/Categories on one invoice

How to split VAT on invoices

Written by Tara Broderick
Updated over a week ago

Line Item Extraction Expanded View

For coding or entering line items, expanding the screen makes it easier!

Written by Brian Carolan
Updated over a week ago

Why can't I see/add a description on my 'line items'?

What to do if you are unable to see/add a description to the line items on your invoice

Written by Orlaith Maguire
Updated over a week ago

Rejected Folder Overview

An overview on the rejected folder

Written by Brian Carolan
Updated over a week ago

Duplicate Check for Invoices/Bills

We've a full 3 stage duplicate check to catch any duplicate invoices and bills before they're published to your accounts package.

Written by Brian Carolan
Updated over a week ago

Duplicate Invoices/Bills caught during extraction

How AutoEntry recognises and catches duplicate invoices during processing.

Written by Brian Carolan
Updated over a week ago

Duplicate Invoices/Bills already in your Accounts Package

AuotEntry checks your accounts package when publishing an invoice to ensure that the invoice does not already exist.

Written by Brian Carolan
Updated over a week ago

Duplicate Check with File Matching

Enhanced duplicate check including the ability to send attachments over to duplicate transactions

Written by Brian Carolan
Updated over a week ago

Why did AutoEntry not detect duplicate invoices?

How duplicate invoices are detected on AutoEntry

Written by Brian Carolan
Updated over a week ago

How to Mark Invoices as Paid

A guide on marking invoices as paid on AutoEntry

Written by Emma Carroll
Updated over a week ago

Mark as Paid - Quickbooks Online, Kashflow and SortMyBooks specific requirement

QBO, Kashflow and SortMyBooks Payment Method field

Written by Brian Carolan
Updated over a week ago

Mark as Paid Feature Requirements and Xero

Using the Mark as Paid feature with Xero

Written by Brian Carolan
Updated over a week ago

VAT Period Reporting Overview

An overview of AutoEntry's VAT Period Reporting capabilities

Written by Brian Carolan
Updated over a week ago

Adding Invoices to a VAT Period

How to add invoices to a VAT Period for reporting purposes

Written by Brian Carolan
Updated over a week ago

Retrieving Invoices for a VAT Period

How to retrieve your invoices for a VAT Period report

Written by Brian Carolan
Updated over a week ago

Downloading Invoices for a VAT Period

The steps required to download invoices for a VAT Period report

Written by Brian Carolan
Updated over a week ago

Error: 'Feature Not Supported Error : We're sorry. This feature is not included in your Quickbooks Online Simple Start subscription.'

How to clear the 'Feature Not Supported' error for Quickbooks Online integrated companies

Written by Emma Carroll
Updated this week

Error: 'Tax code is not correct, it should be a number but the code specified is 'T0''

How to clear the error 'Tax code is not correct, it should be a number but the code specified is 'T0'' from your invoices

Written by Erica Macari
Updated this week

'Error occurred while checking for duplicate invoice. Error :Xero API error calling GetInvoices'

How to clear the Xero error 'Error occurred while checking for duplicate invoice. Error :Xero API error calling GetInvoices:'

Written by Nathan Doyle
Updated this week

Error: 'Unable to cast object of type 'Intuit.Ipp.Data.AccountBasedExpenseLineDetail' to type 'Intuit.Ipp.Data.ItemBasedExpenseLineDetail'

How to clear the error 'Unable to cast object of type......' from your invoices

Written by Emma Carroll
Updated this week

Error: Object reference not set to an instance of an object

How to clear the error message 'Object reference not set to an instance of an object' from your invoices/bills

Written by Emma Carroll
Updated this week

Error: '1. Couldn't find TaxRate'

How to clear the error '1. Couldn't find TaxRate' from your invoices

Written by Emma Carroll
Updated this week

Error: 'Invoice (DOC ID xxx) has been published to your accounting software but attachment could not be uploaded; please manually attach document in accounting software'

How to clear the error 'Invoice (DOC ID xxx) has been published to your accounting software but attachment could not be uploaded'

Written by Emma Carroll
Updated this week

Invoices/Statements appear to be missing

Where are my uploaded files?

Written by Brian Carolan
Updated over a week ago

Error: '1.Authorization : Your access token has expired. You can refresh the token or ask the user for a new grant.'

How to clear the error '1.Authorization : Your access token has expired. You can refresh the token or ask the user for a new grant.'

Written by Erica Macari
Updated this week

'Error :The access token has not been authorized, or has been revoked by the user'

How to clear the "access token" error for Xero integrated companies

Written by Tara Broderick
Updated this week

Error: 'Unsupported Feature: DueDateForSalesInvoice'

How to clear the error 'Unsupported Feature: DueDateForSalesInvoice' for Sage 50 UK&I integrated companies

Written by Amy O’Connor
Updated this week

Error: 'Sequence contains no matching element'

How to clear the sequence error for Sage Accounting integrated companies

Written by Amy O’Connor
Updated this week

Error: 'Input string was not in a correct format.'

How to clear the error 'Input string was not in a correct format.'

Written by Brian Carolan
Updated this week

Error: 'Invoice xxxx was not approved, please check it has all codes assigned.'

How to clear the 'codes assigned' error on invoices.

Written by Amy O’Connor
Updated this week

Error: 'Failed to create contact'

How to clear the 'failed to create contact' error

Written by Tara Broderick
Updated this week

Error: 'String too long.'

How to clear the 'string too long' error from your invoices

Written by Erica Macari
Updated this week

What is the yellow triangle error on my invoice's VAT? (QBO)

How to clear the yellow triangle error on an invoice's VAT for Quickbooks Online integrated companies

Written by Tara Broderick
Updated this week

Error: 'Line Item Net/Total does not match Invoice Net/Total'

How to clear the Line Item Net/Total Error.

Written by Amy O’Connor
Updated this week

Why are my invoices not publishing to my accounts package?

How to check for some of the most common reasons invoices are not publishing

Written by Orlaith Maguire
Updated this week