Publish invoices from AutoEntry

Summary

How to transfer invoices uploaded to AutoEntry into Sage Accounting.

Resolution

AutoEntry processes uploaded invoices and extracts the relevant data such as total value, line amounts and descriptions etc.

If you integrate AutoEntry with Sage Accounting, after an invoice is uploaded you can publish the invoice to create it as a transaction in Sage Accounting.

NOTE: A copy of the source document is also sent as an attachment. For expenses, for example, this is a PDF copy of the expense report including the images of the receipts etc.

When a file isn't attached

If the source file is more than 2.5MB, you can't attach it to the published transaction and import it into Sage Accounting.

When this happens, the transaction is still created, but a warning is shown in AutoEntry to let you know that the file wasn't included.

Find this on the Archived list for the relevant area.

You can still download the file from AutoEntry if required.

Go to the Archived list for the relevant area.
Select View and then select the PDF option in the bottom right corner, or alternatively select Item History, then Download Source.

Solution Properties

Solution ID: 222001000100728
Last Modified Date: Tue Sep 12 12:14:52 UTC 2023
Views: 0