Set client up in Autoentry

Instructions for setting up a new client in Autoentry

1. Open the Companies page in Autoentry
2. Click on Add Company
3. Enter the Company Name of the new client
4. Enter Australia in the Country field
5. Enter AUD-Australian Dollar in the Currency field
6. Click Mailbox Details
7. Click on Accounting Software Details
8. Click Create Company
9. From the Company page click on the Settings 'cog' on the new client's record
10. Check the Show Invoice Number checkbox
11. Click Save Settings
12. Click the Integrations button
13. Select the Xero button
14. From the Select another organisation drop down select the client's name
15. Select Allow Access
16. Click Save
17. Click the Back arrow
18. Go to the User Access screen in Autoentry
19. From the User dropdown select the bookkeeper and Manager who will be responsible for the new client
20. In the Set up access for company drop down select the new client
21. Ensure the View/edit and Upload checkboxes in the Purchase/Supplier Statements section are selected