When adding a company in AutoEntry there are 2 important points to be aware of to ensure the correct setup and billing of that company. Selecting the incorrect option will cause delays and errors in the monthly AutoEntry usage report and analysis. Please pay particular attention to these options:

When selecting the Billing Account, it is imperative that the correct owner of the AutoEntry account for your HQ is selected. Unless you are the account holder, DO NOT SELECT YOUR OWN NAME! There will not be any credits on your account to use AutoEntry and a ticket will need to be raised with the AutoEntry developers to transfer the company over.

If you do not see the correct billing account listed, this is a simple permissions change that your account owner can amend (under the all people option when they log in). Do not ‘temporarily’ set up the company under a different account with the intention to transfer it later.

If you do set up a company under your own name in error, you can simply go to the company settings for that company and delete it and create it again under the correct billing account.

As soon as the company is set up, and for any existing companies, the CCH Code and Client Type must be entered under Company Settings. The usage and billing reports are based off these details so any companies without these details completed will cause errors on the monthly reports.