When you log into AutoEntry, the following menus will appear on the left-hand side. Their availability will depend on whether you've created an account or if you have access as an additional user. This will also depend on your permissions.
Home icon
The Home icon will bring you to the list of all the companies you've created and the ones you have access to. You can then click the relevant company to access the company folders homepage.
The access URL is https://data.autoentry.com/companies
📎NOTE: If you access AutoEntry from Sage for Accountant, this page isn’t available as you already manage your companies from Sage Client Management.
Folders icon (Sage for Accountant)
The Folders icon will bring you directly to the company folders homepage
📎NOTE: This is only available to users accessing AutoEntry from Sage for Accountant - Client Management.
People icon
The People page will allow you to invite and manage users to your own account. If you have access to someone else account as an additional user, it will show only if you have the permission to manage people.
The access URL https://data.autoentry.com/people
Activity icon
The Activity page will show the activity of all the uploads across all folders. It will show by default if you've created your own account.
If you access AutoEntry only as a second user, it will show only if you have the permission to any of the company's folders.
The access URL is https://data.autoentry.com/activities
Settings icon
The Settings page will allow you to manage your own credits and subscription. This doesn't impact the companies you have access to as a second user.
The URL is https://data.autoentry.com/user/account
📎NOTE: If you access AutoEntry from Sage for Accountant, this page isn’t available as you already manage your subscription from Sage.
Sign Out
The Sign-out button allows you to quit the session and clear your credentials.