The App is used for snapping pictures of purchase invoices. It is very easy to use.
Use your email address and password to log in
After you log into the App, take a photo of the invoice
Centre the invoice and fill the screen as much as possible to take the photo
You can turn your flash on/off on this screen
You can also select a photo already taken from your phone library
Fast mode allows you to take multiple photos of multiple invoices without having to confirm each photo for upload
Take the photo using the blue button at the bottom of the screen
A preview of the invoice will appear on the screen
Select the account where the payment came from (Credit Card, Bank Account, etc)
If you are using tracking codes in Xero, select the appropriate tracking code (fast mode skips this screen)
Click on the Upload button to upload the invoice to Autoentry
You will now see a list of invoice with your newly uploaded invoice with a status of ‘Uploading’ and then ‘Processing’ (or Pending if you have selected the wifi only mode – see the settings button). It will also show the progress of other invoices in your Autoentry inbox.
Note: When you start using Autoentry your bookkeeper will ‘train’ the system, so invoice may take a while to appear in Xero. As the system becomes better ‘trained’ the invoices should start to move straight through to Xero without any human intervention.
If you have A4 invoices to upload, we recommend scanning these rather than taking photos, as the image quality is often poor quality and the Autoentry struggles to read these.
Please check your phones camera resolution to make sure that you are not taking huge photos, as these will take a long time to upload and will chew up your data allowance on your phone. Here are instruction on how to check this on an android phone and an iphone.
When setting up your system your Bookkeeper will have set up an All Sorted invoices email address for you.
Normally in this format:
invoices.<your business name>@all-sorted.com.au
If you don’t know your invoices email address contact us and we’ll give it to you.
Any invoices that are emailed to you can be forwarded to this address and they will then be processed in the same way as uploaded invoices.
If you have invoices emailed to you regularly from a supplier (such as telephone bills, or subscriptions), you can set up an email rule to automatically forward these emails to the invoices email address automatically. Here are some instructions on how to do this for Gmail, Mac and Outlook.
More help is available on the Autoentry help site. Otherwise contact us and we’ll help you out.