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Features
A collection of the great features in AutoEntry
29 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
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
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
NEW 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
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
Written by
Brian Carolan
Updated over a week ago
Tax/Vat automatic re-grossing
What Figure is re-Grossed?
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
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