Once you've created an AutoEntry account, you can add one or multiple companies.
📎NOTE: Once you add a company to your account, you're automatically the billing owner of that account. If your setup involves multiple users, make sure the person who will manage the subscription adds the company from their own profile and invites you.
Steps
After you log in to your account, the option to add a company is available from any page from the top-right corner.
Click Add Company. A creation wizard will open.
Select a Company Type and click Confirm.
Create and integrate new AutoEntry Company
Create and integrate new AutoEntry Companies directly from your existing Sage Business Cloud Accounting clients companies
Add your Company Details:
Billing email, Company Name, notification emails
Set up your Country, Currency and Date Format
You can also activate the option "Notify Uploader".
Click Create.
The next menu will show you the default mailbox addresses.
You can use those addresses to upload your documents via email.
If you want to amend the email addresses, you can proceed now from the Company Settings link. You can change those settings from the Company Settings page later.
Click View Company to access the company.
Video
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