If you don't have enough credits, you won't be able to upload your invoices or statements. You can easily check your credits balance from your Settings page, if you’re the account holder
If a batch upload exceeds your available credits, none of the files in that batch will be accessible until additional credits are added. This applies even if some items in the batch could be processed individually.
Credits in AutoEntry are used specifically for extracting transaction details from uploaded documents, such as PDFs. This charge covers data capture and extraction but does not include automated coding or account assignment.
Overage Charges and Exceeding Credit Limits
AutoEntry allows you to consume up to 200% of your monthly credit limit as overage. These additional credits are billed on your next invoice at your plan’s per-credit rate plus a 10% fee. The charge is calculated pro-rata based on your subscription price.
Log in to AutoEntry, then click Settings in the left-hand navigation bar.
Click the Subscriptions and Billing tab, where your current credit balance is visible near the top.
Credit Expiration and Rollover Policies
Unused subscription credits roll over and remain available for up to 90 days while your subscription is active.
Purchased but unused credits also expire after 90 days. If you cancel your subscription, any credits purchased in the month of cancellation expire after 30 days.
📌TIP: To avoid running out of credits, you can either purchase bulk credits or upgrade your subscription. You can check your usage report to help you select the best option. You can change the subscription level at any time.
Note: If you need to amend your subscription, any outstanding overage balance must be cleared before making changes.
Subscription credits are generally more cost-effective than bulk credits, so upgrading your subscription might be a better option if you frequently run out of credits.
Allocating Credits Correctly
To ensure your uploads use the correct credit subscription:
Open the AutoEntry dashboard and locate your Companies list.
Identify which companies show the company billing admin as the billing user.
Upload documents to those companies to ensure deductions come from the company’s main credit subscription.
Avoid uploading to companies under a separate trial or personal account, as those will deduct from personal credits.
📎NOTE: If you've purchased credits in the last few minutes there can be a slight delay, but it will apply shortly.