Adding Companies and Company Settings

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

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54 articles in this collection
Written by Brian Carolan, Elina Kokina, Garrett Banahan and 2 others

Adding and Editing companies on AutoEntry

How to add a new company

How to create a new company on AutoEntry

Written by Brian Carolan
Updated over a week ago

How to edit company details

How to edit company details

Written by Brian Carolan
Updated over a week ago

Deleting a company from AutoEntry

How to delete or remove a company from AutoEntry

Written by Brian Carolan
Updated over a week ago

Am I charged for each company I add?

No! We wouldn't be that mean!

Written by Brian Carolan
Updated over a week ago

How can I search for a company

How to search for a company

Written by Brian Carolan
Updated over a week ago

Setting Billing Account under New Company Setup

How to set a billing account under new company setup

Written by Brian Carolan
Updated over a week ago

How can I change a company name

How to change a company's name on AutoEntry

Written by Brian Carolan
Updated over a week ago

Company Contacts

NEW Company Suppliers Page and Line Item Rules

With new rules and settings available, the company suppliers page is a powerful tool!

Written by Brian Carolan
Updated over a week ago

Adding/Uploading Company Contacts

How to create and import your Customers and Suppliers for non-integrated and AccountsPrep companies

Written by Garrett Banahan
Updated over a week ago

NEW General Supplier Settings

Using the general settings to set global preferences for a particular supplier/vendor

Written by Brian Carolan
Updated over a week ago

NEW Line Item Supplier Settings

AutoEntry can remember category/vat and tracking codes per line item based on line item descriptions

Written by Brian Carolan
Updated over a week ago

Line Item Rules

In Company Settings, rules can be added that particular line items are analysed according to these rules

Written by Brian Carolan
Updated over a week ago

How to Delete Remembered Vat, Category or Cost Codes for a Supplier

How to undo the 'Remember?' function

Written by Erica Macari
Updated today

How do I mark a supplier account as visible/invisible?

The steps required to make a supplier account visible or invisible on AutoEntry

Written by Emma Carroll
Updated today

Manage Lists

Cost Centres/Tracking Categories, Classes and Locations Overview

Cost Centres/Tracking Categories, Classes and Locations Overview

Written by Brian Carolan
Updated over a week ago

Tracking Categories for Non-Integrated Companies

AutoEntry now supports up to three tracking categories/cost codes/departments for non-integrated companies

Written by Elina Kokina
Updated over a week ago

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

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?

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?

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.

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

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

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

Written by Brian Carolan
Updated over a week ago

Navigating to the Manage Lists page

Navigating to the Manage Lists page

Written by Brian Carolan
Updated over a week ago

How to Hide Categories

Removing Categories From AutoEntry

Written by Erica Macari
Updated today

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

I Can't Edit or Delete Tax/Category Codes - why not?

Written by Brian Carolan
Updated over a week ago

How to Hide VAT/Tax Codes

How do I remove VAT/Tax codes from AutoEntry?

Written by Erica Macari
Updated today

AutoEntry and the Irish standard VAT rate change

Using AutoEntry after the temporary change to the Irish standard VAT rate

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

Written by Brian Carolan
Updated over a week ago

Company Home Page

Company Home Page Overview

Company Home Page Overview

Written by Brian Carolan
Updated over a week ago

Navigating to the Company Home page

How to get to your company homepage

Written by Brian Carolan
Updated over a week ago

Inbox

A brief description of AutoEntry's inbox view

Written by Brian Carolan
Updated over a week ago

Activity Tab

What is the Activity page and how does it work?

Written by Brian Carolan
Updated this week

Archive

What is the Archive folder and how does it work?

Written by Brian Carolan
Updated over a week ago

All People

What is the All People tab?

Written by Brian Carolan
Updated over a week ago

Rejected

What is the Rejected folder?

Written by Brian Carolan
Updated over a week ago

Company Settings

Company Settings Overview

An overview of your Company Settings tab

Written by Brian Carolan
Updated over a week ago

Country

What country should I select?

Written by Brian Carolan
Updated over a week ago

Mailbox Details

Purchase mailbox and Sales mailbox email address and details

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

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

Written by Brian Carolan
Updated over a week ago

Vat Period Reporting

How does VAT Period Reporting work in AutoEntry?

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?

Written by Brian Carolan
Updated over a week ago

Auto-Archive Invoices

How to have your invoices automatically archived after publishing

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

Written by Brian Carolan
Updated over a week ago

Notification Emails

How to receive notification emails for uploaded documents

Written by Brian Carolan
Updated this week

Default Due Date

A default due date can be set for both Purchases and Sales invoices

Written by Brian Carolan
Updated today

Shared Links

How to amend your shared links setting

Written by Brian Carolan
Updated over a week ago

Date Format

How do I amend my date format setting?

Written by Brian Carolan
Updated over a week ago

Currency

What is the Currency setting?

Written by Brian Carolan
Updated over a week ago

Navigating to Company Settings

How do I access my Company Settings?

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!

Written by Brian Carolan
Updated over a week ago

Company Name

How do I edit my company name?

Written by Brian Carolan
Updated over a week ago

Company Files

Company Files Page

Your business files can now be stored and managed in AutoEntry's new Company Files page

Written by Garrett Banahan
Updated over a week ago