To be able to upload documents to your AutoEntry companies, you need to add credits to your account.
There are two ways in which you can add credits:
Activate a subscription
Purchase credits in bulk
📎NOTE: To add credits to a company, you must be the billing administrator. If you’re a guest user, ask your billing admin.
📌TIP: Monitor your credit balance proactively to avoid running out of credits unexpectedly. If all options to buy credits are greyed out, check if your subscription is paused. Unpause your subscription to enable credit purchase options.
Activate a subscription
A credit subscription keeps your account topped up every month. AutoEntry has subscription levels to suit different users and their automation needs.
📌TIP: For more details on the different plans, visit our pricing page.
How to add a subscription
How to add a subscription
Click Settings on the left-hand side of your AutoEntry homepage. This takes you to your Account Settings page.
Under the Subscription and Billing tab, click Add Subscription.
In the pop-up menu, enter your account details and select the subscription level that best suits your needs.
Enter your billing details.
When you're done, click Purchase.
📌TIP: You can change your account details at any time from your Account Settings.
📎NOTE: If you have a Sage 50 bundle subscription (UK only), you get AutoEntry credits included as part of that subscription. If you want to increase the amount of credits you get as part of that subscription, you need to contact the Sage sales team.
Purchase credits in bulk
Purchasing credits in bulk allows you to add credits on a one-off basis.
If you already have a subscription on your account, you can still make a bulk purchase as a top up. This won’t affect your regular monthly balance.
How to purchase credits in bulk
How to purchase credits in bulk
Click Settings icon on the left-hand side of your AutoEntry homepage. This takes you to your Account Settings page.
On the Subscription and Billing tab, click Purchase Credits in Bulk.
Select the number of credits you require (the currency is automatic).
Enter your card details (if necessary).
When you're done, click Purchase.
📎NOTE: The cost of purchasing credits in bulk is slightly more expensive per credit than purchasing a subscription.
📌TIP: When you’re using several accounts, make sure you check your credentials and level of access before you purchase credits. If you purchased credits and the balance is still zero, it's possible you purchased them for the wrong account. You can contact the support team to transfer the credits from one account to the other. Make sure to provide the email ID for each account. If you have an active subscription for an account you are not using, don't forget to cancel it.
When your credit settings are changed, carefully review your actions to ensure no discrepancies.
Related guides