You can integrate AutoEntry with Génération Expert (GE) to scan your invoices and publish them directly to GE.
This integration requires setting up AutoEntry and GE via Sage for accountants. (SFA)
Once you've set up GE and connected your client to AutoEntry in SFA, you also need to activate the integration from both GE and AutoEntry.
Preliminary steps within Sage For Accountant
Set up Generation Expert
To set up Generation Expert, visit our guide to migrate from Generation Expert to Sage for Accountant. (FR)
Set up AutoEntry from Generation Expert
To access AutoEntry and connect it to Generation Expert, you need to
Set up your client in SFA / Client Management.
Activate AutoEntry in Generation Expert (Market Place)
Access AutoEntry
You can access AutoEntry in two ways:
From the product tab under the client's profile: lancer le produit
From the clients' list, click the link AutoEntry under the Product column
📎NOTE: As the owner of the account, you can only access AutoEntry from Sage For Accountant. You can add more users to access AutoEntry via SFA (colleagues) or from autoentry.com (the client himself). Check Access to AutoEntry for Sage for Accountants users.
Connect AutoEntry to Génération Experts
Once you are in the AutoEntry workspace for a client, you need to connect to Generation Experts from the Integrate page.
Go to Home (Dossiers) and click Integrate (Intégrations).
Under the tab Logiciel de comptabilité, click Connexion next to Sage Generation Expert.
Select the company and click Connexion.
Once Connected
Data synchronisation
Once connected, your sales and purchase ledgers, suppliers and customers will be available in AutoEntry. You can then select the relevant categories from the various drop-downs within your invoices, allowing you to publish them into Generation Experts.
📎NOTE: Only categories necessary to post invoices will synchronise :
Class 6 (purchase of goods), class 2 (purchase of assets) class 7 (sales) and some ledgers from class 4.
Tax codes will be set up as a default.
Manage the integration
Once connected, you can access the Integrate page to:
Re-Sync the data
If you add new contacts or ledgers in Generation Experts, you can re-sync to refresh the updated lists.
Disconnect
If needed, you can disconnect the integration with Generation Experts from the Integrate page.
Getting Started
To get started with AutoEntry, we advise you to check our collection for AutoEntry and Sage for Accountant, including or Getting started article.
Most articles in the help center are relevant to SFA users. However topics around subscription management, credit usage and adding companies are only for standalone accounts users.