Features

A collection of the great features in AutoEntry

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

New Features and AutoEntry Updates

January '19 - NEW FEATURES!

New Year - New Features!

Written by Brian Carolan
Updated over a week ago

New Features - November '18

Sneaking into November.... Here's what's new....

Written by Brian Carolan
Updated over a week ago

New Features and Updates - Aug '18

We're working hard in AutoEntry HQ to constantly improve AutoEntry. Here's what we've been up to this month....

Written by Brian Carolan
Updated over a week ago

New Features/Update May '18

A big month for New Features with Line Item remembering and Rules, User Permissions and Expenses module

Written by Brian Carolan
Updated over a week ago

April '18 Feature release and Updates

What we've been up to this month.....

Written by Brian Carolan
Updated over a week ago

General

Duplicate Check with File Matching

Enhanced duplicate check including the ability to send attachments over to duplicate transactions

Written by Brian Carolan
Updated over a week ago

Single sign-on with Sage ID

Sage Business Cloud Accounting users can now enjoy the benefits of single sign-on when they sign up to AutoEntry with Sage ID

Written by Garrett Banahan
Updated over a week ago

7 Features of achieving greater levels of Automation

Time-saving features to help you automate

Written by Garrett Banahan
Updated over a week ago

Line Item Extraction and Supplier Settings

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

Tax Inclusive and Tax Exclusive Invoices

Invoices and Receipts can be re-calculated for tax inclusive or exclusive with Line Item Extraction

Written by Brian Carolan
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

Billable Expenses

Billable Expenses

Publishing Invoices as Billable Expenses and adding Customers to invoices for Xero and QuickBooks Online

Written by Brian Carolan
Updated over a week ago

Account Security

2-Step Authentication

Setting Up and Activating 2-Step Authentication

Written by Brian Carolan
Updated over a week ago

Cost Centres and Tracking Categories, Classes and Locations

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

Applying Cost Centres/Tracking Categories to Batch Uploads

Written by Brian Carolan
Updated over a week ago

Applying Cost Centres/Tracking Categories To Individual Invoices

Written by Brian Carolan
Updated over a week ago

VAT Period Reporting

VAT Period Reporting Overview

Written by Brian Carolan
Updated over a week ago

Adding Invoices to a VAT Period

Written by Brian Carolan
Updated over a week ago

Retrieving Invoices for a VAT Period

Written by Brian Carolan
Updated over a week ago

Downloading Invoices for a VAT Period

Written by Brian Carolan
Updated over a week ago

Mark as Paid

Setting Supplier Defaults

Written by Brian Carolan
Updated over a week ago

Selecting Payment Accounts

Written by Brian Carolan
Updated over a week ago

Setting Mark as Paid within a Single Invoice

Written by Brian Carolan
Updated over a week ago

QuickBooks, Kashflow and Sort my Books specific requirement

QuickBooks, Kashflow and Sort my Books Payment Method field

Written by Brian Carolan
Updated over a week ago

Tax/Vat automatic re-grossing

Why are my figures re-calculated?

What figures are re-grossed and why?

Written by Brian Carolan
Updated over a week ago

All Activity

All Activity - Uploaded Files

Viewing a full list of all files that have been uploaded to a company or folder

Written by Brian Carolan
Updated over a week ago

All Activity - Processed Items

Viewing a full list of all files that have finished being processed and the status of these files

Written by Brian Carolan
Updated over a week ago

Purchase Order Matching

Purchase Order Matching

How to match an invoice within AutoEntry to a Purchase Order within QuickBooks Online and Xero

Written by Elina Kokina
Updated over a week ago