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Quick Guide to Getting Started for Sage 50 Canada Users
Quick Guide to Getting Started for Sage 50 Canada Users
Here is a step by step guide on getting started for Sage 50 Canada users!
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

This article will show you the steps you will need to follow to get started using AutoEntry with Sage 50 UK&I, including a guide for integrating your company with the software.

How do I get started?

These steps will allow you to automate your data entry into Sage 50:

  1. Once your AutoEntry account is set up, add your company.

  2. The next step would be to integrate that company with Sage 50! Please click here for a step-by-step guide on setting this up. Please allow around 10-15 minutes for all of your suppliers/nominal codes etc. to sync through to AutoEntry.

  3. Once integrated, go to the home page for that company and click +Upload to upload your files.

  4. Select the files to be uploaded from your PC. Please see here for some things to consider with regard to file quality.

  5. Once the files are processed through our system (click here for info on our processing times), click on the inbox to view the list of invoices.

  6. Single invoices can be viewed by clicking on the 'View' icon to the left.

  7. Set the Supplier account, Category and Tax Code for the invoice (all 3 must be selected). Please note - tax code selection depends on your local tax requirements or settings and might not be present.

  8. Click the green tick icon to publish the invoice to Sage 50. You also have the option to auto-publish your invoices.

  9. The invoice will now publish straight through to the relevant supplier account within Sage 50. Here is how you can view the PDF of your invoice in Sage 50 also.

Additional Information

  • Your AutoEntry Sync App will need to be left running on the PC where it is installed whenever you are syncing new suppliers/nominal codes etc. from Sage, or if you are publishing invoices to Sage. If you are working from home and using the Sync App - please click here for some important things to consider.

  • If you have any further queries regarding this process, please use our Help Center for a wide range of articles. We also have some On-Demand Training Videos available!

Last edited:

Apr 27, 2023, 07:00 AM

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