Step 1.

Use the Upload button on the Purchases box to upload receipts into AutoEntry.


Once purchases have been uploaded they will begin processing and appear on the Activity link.

Step 2.

You will be emailed as soon as the uploaded purchases have finished processing. 

Click on the Inbox link within the Purchases box.

Step 3.

Click on the blue icon under the VIEW column.

Step 4.

Fill in the required details of the form and hit the Publish button to create the bill in Clear Books.

The purchases that have been uploaded successfully into Clear Books will be marked as published within the Inbox in AutoEntry.