AutoEntry by Sage

What is AutoEntry

How AutoEntry credits work, how many credits different document types use, and how to buy more credits.

AutoEntry credits explained

How to schedule a one-to-one demo of AutoEntry.

Book a demo

How to upload scans or photos of your documents to AutoEntry.

Upload documents to AutoEntry

Connect AutoEntry with your accounting software, such as Sage, QuickBooks, Xero etc.

AutoEntry and integration with accounting software

How to allocate codes and categories and publish your invoices automatically in AutoEntry.

Automation in AutoEntry

When AutoEntry credits expire, and how to manage your credit allowance.

Manage AutoEntry credits

Brian Carolan

AutoEntry Support Team

Oliver Cook

Everything you need to know to get started

Getting Started

How to sign up for a free trial of AutoEntry.

Sign up for AutoEntry - Free trial

Create a company

Quick guide to getting started for integrated companies in AutoEntry.

Getting started – Integrated companies

How to use AutoEntry if you don't have any integration.

Getting Started - with no integration

Marie-H

How to set up AutoEntry as a standalone product - you can still integrated with a third party software

Create an account (standalone)

How to start using AutoEntry as a Sage for Accountants user.

Get started with AutoEntry in Sage for Accountants

How to access your AutoEntry for practice use from within Sage for Accountants.

Access your practice AutoEntry company  from Sage for Accountants

How to connect or reconnect AutoEntry to your Sage for Accountant client. Once connected you can launch AutoEntry the client's profile.

Connect a client to AutoEntry from Sage for Accountants

How to launch your client's AutoEntry from within Sage for Accountants.

Launch your client's AutoEntry company  from Sage for Accountants

How to disconnect a client from AutoEntry from within Sage for Accountants.

Disconnect a client from AutoEntry - Sage for Accountants

Frequently asked questions about Sage for Accountants and AutoEntry integration.

AutoEntry and Sage for Accountants - FAQ

Useful information and how-to guides for Sage for Accountant users.

Use AutoEntry via Sage for Accountants

How to create new users if you use AutoEntry via Sage for Accountants.

Access to AutoEntry - Sage for Accountants users

How to give users access to AutoEntry through Client Management in Sage for Accountants.

Manage access to AutoEntry via Sage for Accountants

How to create a custom role to assign to a user for AutoEntry in Client Management within Sage for Accountants.

Create a custom AutoEntry role for Sage for Accountant users

How to be able to log in to the Sync App as a third-party user.

Allow third-party users access to use the Sync App

Manage users via SFA

How to invite users to AutoEntry and configure their access.

Add users and set their permissions

How to resend an invitation to a user you've added to your AutoEntry company.

Resend an invite to a new user

How to use the template feature to assign sets of permissions to users in AutoEntry.

Permission Templates

How to give a user access to other companies.

Grant an existing user access to additional companies

How to remove an invited user's access from a company or all companies

Remove a user

How to grant access to specific folders after you add a user in AutoEntry.

Access and Permission settings

How to give a user access to only upload a document to AutoEntry without the edit or publish access in AutoEntry.

Upload access only for invoices

Can I remove access to a company from a user who has access to all companies in AutoEntry?

Remove access from Account level users

You can see this error when trying to invite a user to your account in AutoEntry

ERROR: 'Error! You cannot invite this user to your account'

Users and permissions

Access the AutoEntry website using your login method.

Log in to AutoEntry

How to reset your password for the AutoEntry website forgotten password.

Reset password for AutoEntry

Sign Out

Format error when you log into AutoEntry.

Error: Request Email is invalid format

What to do if your AutoEntry password reset email hasn't arrived, including spam checks, re-requesting, and when to contact support.

Not receiving your password reset email

Logging In

Set up 2-step authentication to secure your account in AutoEntry.

Set up 2-step authentication

How to log in using your 2-factor authentication (2FA) recovery code to log in.

Authenticate with your recovery code

How to log into your AutoEntry account with 2-factor authentication (2FA) if you're not receiving your verification code.

I'm not receiving a text for 2-Step Authentication

How to log into your AutoEntry account with 2-factor authentication (2FA) if your device is unavailable to authenticate.

I don't have access to my device for 2-Step Authentication

How to generate a new recovery code for your AutoEntry multi-factor authentication.

Generate a new recovery code for 2-Step Authentication

How to use 2-Step Authentication (2FA) security measures for users of the AutoEntry Desktop Sync App.

Using 2-Step Authentication for Sync App users

Managing MFA/2FA with an AutoEntry login. This doesn't apply to SAGE ID login users.

AutoEntry 2-Step Authentication (2FA)

Signing in with Intuit (QuickBooks Online) Login Details

Intuit Login

Create an AutoEntry password to sign in to the Desktop Sync App or Mobile App when using Sage ID.

Create an AutoEntry password for Sage ID users

For users who signed up to AutoEntry using the 'Sign in with Intuit' link through QuickBooks Online.

Creating an AutoEntry Password for Intuit ID Users

Single Sign On Password Settings for Sage/Intuit ID users

Navigation menus in AutoEntry as a standalone product.

Left-hand menus

Overview of the Home section and companies list in AutoEntry.

Home - Companies list

Discover the different sections and menus when navigating AutoEntry.

Navigation (via Sage for Accountants)

An overview of your company folders on AutoEntry.

Company folders homepage

How to view a full list of all files uploaded by all users and processed in AutoEntry.

Activity overview page

An overview of AutoEntry's People page on the navigation menu.

People page

Navigation

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.