All Sorted Business Services provides Autoentry as a part of your package. The system automates the creation of invoices (Bills) in Xero which reduces your bookkeeping costs, improves the accuracy of your data and ensures timely date entry.
Your bookkeeper will set up Autoentry and integrate it with Xero for you.
Please note, that should you decide not to use Autoentry we will have to charge separately for the additional time it takes for manual data entry and the chasing of missing invoices, if required.
How does Autoentry work?
Once scanned invoices are emailed through to Autoentry the system uses state-of-the-art OCR technology to read, analyse and upload tax invoices to Xero.
Over a 2-3 month period your bookkeeper will ‘teach’ Autoentry to allocate invoices to the correct accounts in Xero.
Once the system has been ‘trained’ invoices will automatically be created in Xero.
The most efficient method of uploading Invoices is to have suppliers email tax invoices directly to your All Sorted invoice email address. Otherwise you can use your office scanner and email the scanned documents through to your All Sorted invoice email address.
You can also use the camera on your phone to take a photo and then email the photo through. This is great for incidental invoices (Fuel, meals, etc)
Notes
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.
Emailing Invoices
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 either directly by your suppliers, via your scanner or from your mobile phone and computer.
Email Rules
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
More help is available on the Autoentry help site. Otherwise contact us and we’ll help you out.