If you've subscribed to AutoEntry as a standalone product, the Settings section allows you to manage your credit usage and subscriptions.
📎NOTE: If you're accessing AutoEntry (or AccountsPrep) via Sage for Accountants, you'll not have access to the Settings page within AutoEntry. You can manage your subscription and usage from Sage Client Management instead.
If you've subscribed to a Sage 50 bundle subscription you have access to the Settings, but you need to manage your subscription with Sage.
To access your account Settings, click Settings in the left-hand navigation menu.
You then have the following tabs.
📎NOTE: The account Settings will only apply to the companies you created with the current login credentials. If you have access to another company where the Billing Account Admin is a different email, your account settings won't apply to that company. (Even if you own that email)
Subscription and Billing
From the Subscription and billing tab, you can manage the following:
Check your current credit balance
Check your subscription status and Account details
Payment History
If there’s an active subscription on your account, you can view your invoices and payment history from the Payment History tab.
Usage
From the Usage tab, you can check the history of how you spent your credits, and access your credit usage report.
Change Billing User
If you need to transfer the ownership of your companies to another AutoEntry user, you can initiate the process from the Change Billing User tab. Make sure to follow the steps carefully in our guide, Change a company's billing user.
📎NOTE: The Company Settings section within a company (Login > Home> Company > Company Settings) differs from the Account Settings (Login > Settings).