Company Settings and automation
Configure your Company Contacts, Categories and default settings - available to any user with the Company Settings permission. (including SFA users)
By Brian and 4 others5 authors46 articles
- Manage company contacts
- Add or upload your Company Contacts
- Supplier settings
- Line Item Rules
- Stored Line Items
- Default Supplier/Vendor Date Format
- Hide Supplier Account
- 'Remember' Supplier, Category and VAT Codes
- How to delete Remembered VAT, Category or Cost Codes for a supplier
- Auto-Publish
- Default description on invoices
- Delete a contact
- Mark as Paid Feature Requirements for QuickBooks Online, Kashflow and SortMyBooks
- Manage Lists
- Add or upload VAT and Category Codes
- Edit or Delete VAT and Category Codes
- Hide VAT, Category, Expense Category Codes and Mileage Rates
- Tracking Categories for Non-Integrated Companies
- Manage Mileage Rates
- Error: 'Changes to codes are not allowed as the company is connected to Accounting Software'
- Expense Categories
- Integrate page overview
- Connect your company with your accounting software
- Check your integration
- Re-Sync Data
- New supplier or customer not showing in AutoEntry
- New VAT code or Nominal code not showing in AutoEntry
- Disconnect integration with your accounting software
- Checking for duplicates with File Matching
- What accountancy packages does AutoEntry integrate with?
- Integration Status 'Barred'/'No Entry' symbol
- Error: 'The country of the Company you are trying to connect is not supported.'
- Duplicate Check Date Threshold (Sage Accounting, Xero and QuickBooks Online)
- Add a payment account