Objective

This article will show you the steps required to add a new company to AutoEntry.

Applies To

  • Any user with their permissions set to add companies to the account.

Procedure

You can add a new company to your AutoEntry account in two ways:

  1. On the top right corner on the screen, click on the dropdown menu under your username and select '+Add Company'.

  2. You can also click on the AutoEntry logo at the top left of your screen to view the list of companies assigned to your account, and click '+Add Company' at the top.

The page that opens allows you to enter the relevant details to set up a new company.

Additional Information

  • The user will need to be authorised to add a company. The Billing Admin User will have this permission by default. For more information on user permissions, please see here.

  • For instructions on deleting a company from AutoEntry, please click here.

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