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

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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

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Written by Brian Carolan
Updated over a week ago

What should my category list 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

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

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

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Written by Brian Carolan
Updated over a week ago

I Can't Edit or Delete Tax/Category Codes

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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

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Written by Brian Carolan
Updated over a week ago

Country

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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

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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

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Written by Brian Carolan
Updated over a week ago

Non-Vat Registered

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Written by Brian Carolan
Updated over a week ago

Archive Invoices

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Written by Brian Carolan
Updated over a week ago

Reference in Accounting Software

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Written by Brian Carolan
Updated over a week ago

Notification Emails

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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

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Written by Brian Carolan
Updated over a week ago

Currency

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Written by Brian Carolan
Updated over a week ago

Date Format

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Written by Brian Carolan
Updated over a week ago

Navigating to Company Settings

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Written by Brian Carolan
Updated over a week ago

Suggested Supplier/Customer account

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Written by Brian Carolan
Updated over a week ago

Company Name

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Written by Brian Carolan
Updated over a week ago