Sage for Accountants users can launch and access the client's AutoEntry account from Client Management within SFA.
📎NOTE:
Access to the practice's AutoEntry account is available from the top bar menu in Sage for Accountant.
To give access to the client himself, the access must be created from the People tab within AutoEntry. The client can then login directly from autoentry.com directly without using SFA.
Preliminary
To be able to access AutoEntry directly from Sage for Accountant, you need to set up the following within SFA.
The user role within SFA user management must include both AutoEntry and Client Management
The client must be linked to the user from the Operations tab within SFA
📎NOTE: If a user in SFA only has AutoEntry, this will only give access to the practice's account, and not client's account. You need access to Client Management and link the user to the client to add the client to the list.
Quick Steps
Login to SFA via app.sbc.sage.com.
Go to Client Management.
Click Clients and Prospects.
Access the client.
Under the Products column, click AutoEntry.
This brings you to the client's AutoEntry company.
Launching for the first time
The first time you do this you see some initial company setup pages.
📎NOTE: (Not applicable to users in France)
Your company information is entered automatically, but you can change the currency if required. When you're done click Continue.
Next you see the mailbox addresses that you will use for documents to be uploaded to the company via email.
📌TIP: You can access these at any point in your company settings.
Click Continue when you're done.
Confirm the accounting software preferences on the next screen and click Continue.
Click Connect alongside the accounting software you would like to integrate the AutoEntry company with.
You can bypass this step by clicking Save. You can integrate your company at a later stage if needed.
You can now access your AutoEntry company homepage and upload documents to AutoEntry.
Once you integrate AutoEntry with your accounting software, you can publish invoices across to your accounting software e.g. Sage Accounting or Sage 50 Accounts.
📌TIP: Click Company Settings on the left-hand side of your company homepage to amend any settings you set up originally.