Discover the menus available when an account is set up through Sage for Accountants and the user is invited from the People section.
For this profile type, users sign in through data.autoentry.com, unlike users who access AutoEntry via Sage for Accountants (SFA).
Left-hand menus
Home
The Home icon brings to the Company list the user is invited to.
From there, you can also see who the billing owner is for each company.
Click the company name to access the company folders homepage.
Activity
The Activity section on the left-hand side shows the activity for documents uploaded in all the folders. This section differs from the Activity tab within each folder.
📎NOTE: If a user doesn't have any access to any folder, this icon won't show on the left.
📎NOTE: Users in France: it doesn't show the e-invoices activity.
Sign-out
You can disconnect to quit the workspace.
Top bar menu
Profile
Invited users will always have the AutoEntry user profile, and not the Sage ID profile.
This means they can manage the following directly from their AutoEntry profile:
Change the password
Set up MFA authentication (optional)
Help
Click Help to access the AutoEntry help center.
Upload a document
This button allows users to start the upload and extraction process.
Secondary menus (settings)
When on the company homepage, a secondary menu appears for the company settings. This will show only with the company settings permission.
📎NOTE: This access is optional, but the owner can give it to troubleshoot any integration issue, or to check the contacts settings.
The following menus are available to set up your default settings, contacts, codes and connect with an accounting software:
📎NOTE: If there’s an integration, there’s no need to create contacts and categories as they’ll synchronise from the connected product.
What isn’t available
When the account is set up via Sage for Accountants, invited users won’t see the following sections.
Settings: This menu will show on the left only for accounts created directly from autoentry.com. This is to manage the credits and subscription.
People: The People section is only accessible to the following profile:
Accounts created directly via autoentry.com
Accounts created via Sage for Accountants, but only when accessing from Sage Client Management, if the permission is given
Add company: This button is only accessible when the account is created directly from autoentry.com
E-invoicing: This menu will show in the settings for French accounts created from Sage for Accountants; but only when accessing autoentry from SFA. Only the practice user can access it and not the users accessing via data.autoentry. This allows the practice to register the company to the e-invoicing platform (Sage PA).
Navigation for other profiles: