When you log into AutoEntry from Sage for Accountants (SFA), The following menus are available:
Left-hand menus
The Folder icon brings you to the Company's homepage.
The People icon brings you to the User management section.
Even though you can already manage users from SFA, you can invite extra users and set up their permissions from within AutoEntry. This will give access to AutoEntry only.
📎NOTE: Only users with the Manage users permission can access this section.
The Activity section allows you to access all files across all folders depending on your permissions. You will see this only if you have access to at least one folder.
Secondary menus
Secondary menus will also appear within the Folder section to configure the company.
This menu is available to the owner or any user with the Company settings permission. This allows you to configure the company defaults, contacts, categories and integrate with an accounting software.
Integrate / AccountsPrep
📎NOTE: If you've added AccountsPrep as an add-on, this will show instead of the Integrate page. (UK users only)
📌TIP: If you plan to integrate, make sure you do so before adding contacts and lists. Contacts and categories will feed in automatically once you integrate and you don't need to create them.
Top bar menu
The top bar provides access to the following options managed from SFA.
Left:
AutoEntry: Select AutoEntry on the left to switch to any another application set up for the same client account from Sage for Accountants. (HR, GoProposal, etc.)
Right:
Home: Access the Sage for Accountants home page.
Notifications: Access messages.
Profile: Manage your credentials (name and email), language preference, and sign out.
Company name: Access the following options:
Manage Business account
Manage users
Switch to another company or client account
Help: Access to the AutoEntry help collection.
Upload button
The Upload button appears in the top-right corner of the screen on every page.
It allows you to import documents and start the extraction process.