Adding a Company or Client to AutoEntry

How to add your clients or companies to AutoEntry and all the settings that can be set for them

Brian Carolan avatar Garrett Banahan avatar
45 articles in this collection
Written by Brian Carolan and Garrett Banahan
Manage Lists

AutoEntry and the Irish reduced VAT rate change

Using AutoEntry after the temporary changes to reduce the Irish VAT rate for the tourism and hospitality sector
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Written by Garrett Banahan
Updated over a week ago

What should my tax code list look like

Is there a sample list of what my tax code list should look like?
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Written by Brian Carolan
Updated over a week ago

What should my category list look like

Is there a sample list of what my category list should look like?
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Written by Brian Carolan
Updated over a week ago

Using AutoEntrys' Default Tax and Category Codes

Don't have a set of Category or Tax codes to use? We have a default set for you.
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Written by Brian Carolan
Updated over a week ago

How do I upload Tax and/or Category Codes

For non-integrated companies you can upload your own list of category/tax codes for use in AutoEntry
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Written by Brian Carolan
Updated over a week ago

How do I Edit/Delete tax or category codes

Editing or deleting Tax/Category codes in non-integrated companies
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Written by Brian Carolan
Updated over a week ago

How to add Individual Tax Codes or Categories

How to add individual tax codes or categories
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Written by Brian Carolan
Updated over a week ago

Navigating to the Manage Lists page

Navigating to the Manage Lists page
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Written by Brian Carolan
Updated over a week ago

Why Can't I Edit or Delete Tax/Category Codes?

I Can't Edit or Delete Tax/Category Codes - why not?
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Written by Brian Carolan
Updated over a week ago

AutoEntry and the Irish standard VAT rate change

Using AutoEntry after the temporary change to the Irish standard VAT rate
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Written by Garrett Banahan
Updated over a week ago

AutoEntry and the UK VAT rate changes

Using AutoEntry after the temporary changes to reduce the UK VAT rate in the hospitality, hotel and holiday accommodation sector
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Written by Brian Carolan
Updated over a week ago
Company Settings

Company Settings Overview

An overview of your Company Settings tab
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Written by Brian Carolan
Updated over a week ago

Country

What country should I select?
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Written by Brian Carolan
Updated over a week ago

Mailbox Details

Purchase mailbox and Sales mailbox email address and details
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Written by Brian Carolan
Updated over a week ago

Process E-mail Attachment as Single Item

For files with multiple pages to be ignored during processing
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Written by Brian Carolan
Updated over a week ago

Capture Line Items on Purchase Invoices

How do I capture line items on purchase invoices?
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Written by Brian Carolan
Updated over a week ago

Auto Suggested Vat Codes

A great feature where AutoEntry will suggest your preferred VAT code for new or unknown invoices
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Written by Brian Carolan
Updated over a week ago

Vat Period Reporting

How does VAT Period Reporting work in AutoEntry?
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Written by Brian Carolan
Updated over a week ago

Non-Vat Registered

How do I register my company as not registered for VAT on AutoEntry?
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Written by Brian Carolan
Updated over a week ago

Auto-Archive Invoices

How to have your invoices automatically archived after publishing
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Written by Brian Carolan
Updated over a week ago

Reference in Accounting Software

How to change which reference number is mapped to your accounts package after publishing
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Written by Brian Carolan
Updated over a week ago

Notification Emails

How to receive notification emails for uploaded documents
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Written by Brian Carolan
Updated over a week ago

Default Due Date

A default due date can be set for both Purchases and Sales invoices
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Written by Brian Carolan
Updated over a week ago

Shared Links

How to amend your shared links setting
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Written by Brian Carolan
Updated over a week ago

Currency

What is the Currency setting?
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Written by Brian Carolan
Updated over a week ago

Date Format

How do I amend my date format setting?
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Written by Brian Carolan
Updated over a week ago

Navigating to Company Settings

How do I access my Company Settings?
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Written by Brian Carolan
Updated over a week ago

Suggested Supplier/Customer account

Can I have supplier/customer accounts suggested for invoices? Yes you can!
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Written by Brian Carolan
Updated over a week ago

Company Name

How do I edit my company name?
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Written by Brian Carolan
Updated over a week ago