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 Broderick avatar +4
75 articles in this collection
Written by Brian Carolan, Elina Kokina, Tara Broderick and 4 others

Invoices not posting to Sage Business Cloud Accounting

How to publish "stuck" invoices through to SBCA
Amy O’Connor avatar
Written by Amy O’Connor
Updated this week

How to Delete Remembered Vat / Category / Cost Codes for a Supplier

How to undo the 'Remember?' function
Erica Macari avatar
Written by Erica Macari
Updated this week

How do I mark a supplier account as inactive?

The steps required to make a supplier account inactive on AutoEntry
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

How to Hide Categories

Removing Categories From AutoEntry
Erica Macari avatar
Written by Erica Macari
Updated this week

How to Change the Default Description on Invoices

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

How to Hide VAT/Tax Codes

How do I remove VAT/Tax codes from AutoEntry?
Erica Macari avatar
Written by Erica Macari
Updated this week

How do I archive my invoices?

A guide on archiving invoices
Amy O’Connor avatar
Written by Amy O’Connor
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

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

How to clear the yellow triangle error on invoices for Quickbooks Online integrated companies
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Line Item Total does not match Invoice Total

How to resolve Line Item net/total Error.
Amy O’Connor avatar
Written by Amy O’Connor
Updated over a week ago

Can AutoEntry invoices be sent to another email address?

AutoEntry invoices
Tara Broderick avatar
Written by Tara Broderick
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 Maguire avatar
Written by Orlaith Maguire
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 Maguire avatar
Written by Orlaith Maguire
Updated over a week ago

How to Download a PDF copy of your invoice

Download PDFs from Autoentry
Tara Broderick avatar
Written by Tara Broderick
Updated over a week ago

Mark as Paid - Payment Account Defaults message

What to do if you are unable to mark an invoice as paid
Orlaith Maguire avatar
Written by Orlaith Maguire
Updated over a week ago
Uploading Invoices

Can I Publish VAT Only Invoices?

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

How do I know my file has been uploaded

Once AutoEntry has received your file, here's how you can tell.
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

Uploading Duplicate Files of Invoices/Bills in Error

If you've uploaded a file of invoices twice in error.....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How Long Does Processing Take?

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

How do I add a document to be processed?

How to upload a document on the desktop website to be processed by AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How can I change my AutoEntry email address?

Require a different email address to the one AutoEntry provides for purchase/sales invoice emailing?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What format files are accepted?

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

How do I upload a file from my computer?

Uploading a document to AutoEntry that is saved on your computer
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
Post Processing - Invoices have been processed

How do I republish an invoice?

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

Recognising an Invoice that has been Auto-Published

Once Auto-Publish as occurred.... How do you know?
Brian Carolan avatar
Written by Brian Carolan
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

Sage 50 - Missing Project Code Error

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

Turning on Auto Publish

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 an Individual Invoice

Invoices / Bills processed? Let me see them!!!!!!
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

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

How can I approve without an integration

How to approve invoices for a non-integrated company
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

Publishing (Posting) an Invoice to your Accounts Package

How do I publish an invoice to my accounting software?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Warning Symbol beside an Invoice

What does a red triangle beside an invoice indicate
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Is there a way to select all unpublished items only

How do I only select unpublished invoices in my inbox?
Brian Carolan avatar
Written by Brian Carolan
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

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, reject 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 items only

How do I only select published invoices in my inbox?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How do I see the information that has been extracted from my document

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

Single Invoice Page Overview

What is shown when I click to view my invoice via the Inbox?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

AutoEntry Page Header Functions

What are each of the functions on AutoEntry's Page Header?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Publishing an invoice

How to publish an invoice
Brian Carolan avatar
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?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Tax Summary

How to add a tax summary to an invoice
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What does it mean when a document is Published?

What does publishing a file do?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Mark As Paid

How do I mark invoices as paid?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Reject Option

What does rejecting an invoice mean?
Brian Carolan avatar
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
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to view a single invoice

How to view a single invoice
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Share Option

What is the Share option on my invoice?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Invoice Detail Header

What do the functions on my invoice header do?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Invoice Details

What is extracted from invoices?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago