Invoices and Bills | AutoEntry Help Center

Invoices and Bills

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

53 articles in this collection
Written by Brian Carolan, Elina Kokina, and Garrett Banahan

File-Match (QuickBooks Online and Xero)

Enhanced duplicate-matching including the ability to send attachments over to duplicate transactions in QBO and Xero

Written by Garrett Banahan
Updated over a week ago

Uploading Invoices

How do I scan an invoice/receipt?

How do I get my paper documents into AutoEntry? Scan, Photo or Email?

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

How do I know my file has been uploaded

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

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.....

Written by Brian Carolan
Updated over a week ago

How Long Does Processing Take?

Invoice and Statement Processing Times

Written by Brian Carolan
Updated over a week ago

How do I add a document to be processed

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?

Written by Brian Carolan
Updated over a week ago

How do I upload a file from my 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

E-mail invoices/bills to AutoEntry

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

Written by Brian Carolan
Updated over a week ago

Line Items

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

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

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

Post Processing - Invoices have been processed

Recognising an Invoice that has been Auto-Published

Once Auto-Publish as occurred.... How do you know?

Written by Brian Carolan
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

Turning on Auto Publish

A great feature for automatically publishing invoices through to your accounts package.

Written by Brian Carolan
Updated over a week ago

How to View an Individual Invoice

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

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

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

How can I approve without an integration

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 not in the Supplier List - Add Contact

Posting an invoice to a supplier 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

Publishing (Posting) an Invoice to your Accounts Package

Written by Brian Carolan
Updated over a week ago

Warning Symbol beside an Invoice

Written by Brian Carolan
Updated over a week ago

Is there a way to select all unpublished items only

Written by Brian Carolan
Updated over a week ago

How do I find processed documents

Written by Brian Carolan
Updated over a week ago

What happens when something is approved

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....

Written by Brian Carolan
Updated over a week ago

I didn't receive notification that invoices have been processed

Written by Brian Carolan
Updated over a week ago

How can I select all published items only

Written by Brian Carolan
Updated over a week ago

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

Written by Brian Carolan
Updated over a week ago

Single Invoice View

Single Invoice Page Overview

Written by Brian Carolan
Updated over a week ago

Page Header Details

Written by Brian Carolan
Updated over a week ago

Publishing an invoice

Written by Brian Carolan
Updated over a week ago

Currency Conversion and Selection

Written by Brian Carolan
Updated over a week ago

Tax Summary

Written by Brian Carolan
Updated over a week ago

What does it mean when a document is Published

Written by Brian Carolan
Updated over a week ago

Mark As Paid

Written by Brian Carolan
Updated over a week ago

Reject Option

Written by Brian Carolan
Updated over a week ago

Invoice Image Navigation

Written by Brian Carolan
Updated over a week ago

How to view a single invoice

Written by Brian Carolan
Updated over a week ago

Share Option

Written by Brian Carolan
Updated over a week ago

Invoice Detail Header

Written by Brian Carolan
Updated over a week ago

Invoice Details

Written by Brian Carolan
Updated over a week ago

Rejected Documents - Invoices

Rejected Folder

Written by Brian Carolan
Updated over a week ago

What does it mean when a file has been rejected

Written by Brian Carolan
Updated over a week ago

Will I be charged for files that are rejected

Written by Brian Carolan
Updated over a week ago

How do I know my file has been rejected

Written by Brian Carolan
Updated over a week ago

What do I do with rejected files

Written by Brian Carolan
Updated over a week ago

Where do I find my rejected files

Written by Brian Carolan
Updated over a week ago