Invoices and Bills

All the information on scanning, uploading, viewing and publishing Invoices, Bills, Receipts and Credit Notes for Purchases and Sales invoices

Brian Carolan avatar Elina Kokina avatar Tara avatar +9
136 articles in this collection
Written by Brian Carolan, Elina Kokina, Tara and 9 others
Uploading Invoices

File Conversion Error in Activity Feed

How to clear the 'File conversion error' from your Activity screen.
Erica avatar
Written by Erica
Updated over a week ago

Extracted Signatures from Forwarded Email Uploads

The reason why the signature in your emails may be extracted during upload.
Aaron avatar
Written by Aaron
Updated over a week ago

What does 'Credits yet to be deducted' mean?

The meaning of the 'Credits yet to be deducted message' in the Processed Items tab of your Activity feed
Nathan Doyle avatar
Written by Nathan Doyle
Updated over a week ago

.ZIP Files and Password Protected Files

Can folders and password protected files be processed?
Iain Carey avatar
Written by Iain Carey
Updated over a week ago

Accepted File Types

When processing a file, what format does AutoEntry accept?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Upload Files to AutoEntry

Uploading a document to AutoEntry that is saved on your computer
Brian Carolan avatar
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'?
Orlaith avatar
Written by Orlaith
Updated over a week ago

Am I charged for duplicate uploads?

Will I have credits deducted from my account if a document is uploaded twice in error?
Orlaith avatar
Written by Orlaith
Updated over a week ago

How Long Does Processing Take?

Expected Invoice and Statement Processing Times
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

File Status: File Failed Verification

Issue with file format type when uploading
Erica avatar
Written by Erica
Updated over a week ago

Can I Publish VAT Only Invoices?

Vat Only Invoices
Erica avatar
Written by Erica
Updated over a week ago

Applying Cost Centres/Tracking Categories to Batch Uploads

Brian Carolan avatar
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.
Brian Carolan avatar
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
Brian Carolan avatar
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
Brian Carolan avatar
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
Brian Carolan avatar
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?
Orlaith avatar
Written by Orlaith
Updated over a week ago

Upload error - Upload Failed

If your documents failing to upload
Brian Carolan avatar
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
Tara avatar
Written by Tara
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?
Brian Carolan avatar
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?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

AutoEntry and Canadian Taxes

Does AutoEntry handle Canadian Taxes?
Brian Carolan avatar
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
Brian Carolan avatar
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
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
After Processing

How long does publishing take?

How long does it take for invoices to publish to my accounts package?
Iain Carey avatar
Written by Iain Carey
Updated over a week ago

Deleting an Invoice/Supplier Statement from AutoEntry

The steps required to delete an invoice/supplier statement from AutoEntry
Erica avatar
Written by Erica
Updated over a week ago

How do I download all of my uploaded files from AutoEntry?

What to do when you wish to download copies of all uploaded files. (.zip file request)
Orlaith avatar
Written by Orlaith
Updated over a week ago

How do I republish an invoice?

The steps required to republish one or many of your invoices
Emma avatar
Written by Emma
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
Brian Carolan avatar
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?
Emma avatar
Written by Emma
Updated over a week ago

Spelling error in Supplier Name?

Why is there a spelling mistake on my invoice's supplier name?
Brian Carolan avatar
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
Emma avatar
Written by Emma
Updated over a week ago

Where does AutoEntry get its Exchange Rates from?

Source of Exchange Rates used on Invoices
Erica avatar
Written by Erica
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
Emma avatar
Written by Emma
Updated over a week ago

What does 'unpublish' mean?

How to unpublish an invoice if needed
Amy avatar
Written by Amy
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
Orlaith avatar
Written by Orlaith
Updated over a week ago

Remember? function

Remember, Remember..... Your default supplier/category and tax codes!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Applying Cost Centres/Tracking Categories To Individual Invoices

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Sage 50 - Missing Project Code Error

Invalid or missing project code error
Tara avatar
Written by Tara
Updated over a week ago

How to Change the Default Description on Invoices

Changing the Default Description added during processing
Erica avatar
Written by Erica
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?
Orlaith avatar
Written by Orlaith
Updated over a week ago

How do I archive my invoices?

A guide on archiving invoices
Amy avatar
Written by Amy
Updated over a week ago

Purchase Order Matching

How to match an invoice within AutoEntry to a Purchase Order within QuickBooks Online and Xero
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Why are my figures re-calculated?

What figures are re-grossed and why?
Brian Carolan avatar
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.
Orlaith avatar
Written by Orlaith
Updated over a week ago

Auto-Publish

Auto-Publish is a great feature for automatically publishing invoices through to your accounts package
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to View a Single Invoice

How do I view extracted data on an invoice?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

AutoEntry and Credit Notes

Identifying Credit Notes in AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Download a PDF copy of your invoice

Download PDFs from Autoentry
Tara avatar
Written by Tara
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.
Brian Carolan avatar
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!
Brian Carolan avatar
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.
Brian Carolan avatar
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.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Generic Excel Format with a Shared Image Link

Generic Excel export with Image links
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

How do I find processed documents

Where are my processed files?
Brian Carolan avatar
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.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What happens when something is approved

Where do my invoices go after I approve them?
Brian Carolan avatar
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....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

I didn't receive notification that invoices have been processed

Why didn't I receive a notification that my invoices were processed?
Brian Carolan avatar
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?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Due Date Defaults

How to set up due date defaults for invoices
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
Troubleshooting

Nominal Code Reverting to Previous Selection

The steps you should follow if a nominal code keeps reverting to your previous selection on an invoice/bill.
Emma avatar
Written by Emma
Updated today

Error: 'The invoice number field is disabled or it is hidden'

How to clear the error message 'The Invoice number field is disabled or it is hidden' for Sage 50 Canada integrated companies.
Aaron avatar
Written by Aaron
Updated over a week ago

Error: 'Invalid Reference Id : Items element id not found'

How to clear the error message 'Invalid reference Id' for Quickbooks Online integrated companies.
Emma avatar
Written by Emma
Updated over a week ago

Error: 'GLACCOUNT_STOCK_CODE_DOES_NOT_EXIST'

How to clear the 'GLACCOUNT_STOCK_CODE_DOES_NOT_EXIST' error for AccountsIQ integrated companies.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: 'Relation Specified Incorrectly'

How to clear the error 'Relation Specified Incorrectly' for SortMyBooks integrated companies.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: 'The Foreign Currency on the account does not match the Foreign Currency on the transaction.'

How to clear the error 'The Foreign Currency on the account does not match the Foreign Currency on the transaction.' from an invoice.
Emma avatar
Written by Emma
Updated over a week ago

ErrorCode:2220, Message:Invalid Currency type, Element:Currency, Detail:Invalid or Unsupported currency type supplied. Supplied value:None

How to clear the 'Invalid Currency type' error for QBO integrated companies.
Cintia avatar
Written by Cintia
Updated over a week ago

Error: 'Account period has closed.'

How to clear the error message 'Account period has closed.' from an invoice.
Emma avatar
Written by Emma
Updated over a week ago

Error: '1.line_items.description : This field is required.'

How to clear the 'line items description' error.
Cintia avatar
Written by Cintia
Updated over a week ago

Error: 'Guid Format/Should contain....'

How to clear the error Error: 'Guid Format/Should contain...' for Xero Integrated companies.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: 'Please provide base and quote currency.'

How to clear the error message 'Please provide base and quote currency' for Quickbooks Online integrated companies.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: 'Error occurred while checking for duplicate invoice.'

How to clear the error message 'Error occurred while checking for duplicate invoice.' from an invoice.
Nathan Doyle avatar
Written by Nathan Doyle
Updated over a week ago

Error: 'The contact specified has possibly been merged (or archived). Xero does not indicate if the contact is merged, therefore AutoEntry cannot know for sure.'

How to clear the error message 'The contact specified has possibly been merged' for Xero integrated companies.
Tara avatar
Written by Tara
Updated over a week ago

Error: 'Problems while trying to create your transaction. Exception details: Invoice could not be published. Error Returned: The transaction is missing a valid account.'

How to clear the 'transaction is missing a valid account' error for Sage 50 US integrated companies.
Elizabeth avatar
Written by Elizabeth
Updated over a week ago

Error: 'Invoices with VAT summary lines cannot be marked as paid in companies on the VAT Cash Accounting (UK) VAT scheme.'

How to clear the 'Invoices with VAT summary lines cannot be marked as paid in companies on the VAT Cash Accounting (UK) VAT scheme.' error
Tara avatar
Written by Tara
Updated over a week ago

Error: '1.line_items.ledger_account : is invalid'

How to clear the error '1.line_items.ledger_account : is invalid' for Sage Accounting integrated companies.
Tara avatar
Written by Tara
Updated over a week ago

Error: 'You have reached the limit of invoices you can approve.'

How to clear the error 'You have reached the limit of invoices you can approve' for invoices posting to Xero.
Orlaith avatar
Written by Orlaith
Updated over a week ago

Error: 'Domestic Reverse Charge cannot be applied to invoices for contacts which do not have 'VAT Reverse Charge' enabled'

How to clear the error message 'Domestic Reverse Charge cannot be applied' from your invoice(s).
Emma avatar
Written by Emma
Updated over a week ago

Error: 'Value cannot be null. Parameter name: key'

How to solve this error on invoices
Erica avatar
Written by Erica
Updated over a week ago

Error: '1. The request contained parameters that are restricted for Start in United Kingdom [due_date,invoice_lines:quantity]'

How to clear the error message 'The request contained parameters that are restricted for Start in United Kingdom' from your invoices.
Tara avatar
Written by Tara
Updated over a week ago

Error: 'Saving Purchase Invoice failed: value of contact was not allowed.'

How to clear the error message 'Saving Purchase Invoice failed: value of contact was not allowed.' from your invoice(s).
Cintia avatar
Written by Cintia
Updated over a week ago

Error: '1.line_items.eu_goods_services_type_id : Please select the EU Goods/Services on each item line.'

How to clear the error message '1.line_items.eu_goods_services_type_id : Please select the EU Goods/Services on each item line.'
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Error: 'Cannot Record Entries Prior to your Accounts Start Date'

How to clear the error message 'Cannot Record Entries Prior to your Accounts Start Date' from your invoices.
Cintia avatar
Written by Cintia
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
Emma avatar
Written by Emma
Updated over a week ago

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
Erica avatar
Written by Erica
Updated over a week ago

'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:'
Nathan Doyle avatar
Written by Nathan Doyle
Updated over a week ago

Why is Auto-Publish not working?

Potential reasons why your invoices have not auto-published to your accounting software despite the setting being switched on.
Orlaith avatar
Written by Orlaith
Updated over a week ago

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
Emma avatar
Written by Emma
Updated over a week ago

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.
Emma avatar
Written by Emma
Updated over a week ago

Error: '1. Couldn't find TaxRate'

How to clear the error '1. Couldn't find TaxRate' from your invoices
Emma avatar
Written by Emma
Updated over a week ago

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'
Emma avatar
Written by Emma
Updated over a week ago

Invoices/Statements appear to be missing

Where are my uploaded files?
Brian Carolan avatar
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.'
Erica avatar
Written by Erica
Updated over a week ago

'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
Tara avatar
Written by Tara
Updated over a week ago

Error: 'Unsupported Feature: DueDateForSalesInvoice'

How to clear the error 'Unsupported Feature: DueDateForSalesInvoice' for Sage 50 UK&I integrated companies
Amy avatar
Written by Amy
Updated over a week ago

Error: 'Sequence contains no matching element'

How to clear the sequence error for Sage Accounting integrated companies
Amy avatar
Written by Amy
Updated over a week ago

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

How to clear the error 'Input string was not in a correct format.'
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

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

How to clear the 'codes assigned' error on invoices.
Amy avatar
Written by Amy
Updated over a week ago

Error: 'Failed to create contact'

How to clear the 'failed to create contact' error
Tara avatar
Written by Tara
Updated over a week ago

Error: 'String too long.'

How to clear the 'string too long' error from your invoices
Erica avatar
Written by Erica
Updated over a week ago

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
Tara avatar
Written by Tara
Updated over a week ago

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

How to clear the Line Item Net/Total Error.
Amy avatar
Written by Amy
Updated over a week ago

Why are my invoices not publishing to my accounts package?

How to check for some of the most common reasons invoices are not publishing
Orlaith avatar
Written by Orlaith
Updated today