When you click the Home icon on the left-hand side, it will show the list of all the companies you have access to. These companies can be:
The companies you've created within your account as a billing user
When another account/billing owner invited you to their own companies
📎NOTE: This company list page isn’t available if you're accessing AutoEntry from Sage Client Management.
The Companies list includes the following columns and shortcuts:
📎NOTE: Access to each folder will depend on your permissions for that company.
Company Name
Click the company's name to access the company's folders.
📎NOTE: If a company isn’t showing in your list, it’s most likely that the owner changed your access for that company. Check with the billing user of the company.
Integration Status
If the company integrates with an accounting software, it will show its status and some error messages.
📌TIP: This can be useful if you don't have access to the Integrate page, as it helps monitor any integration or publication error. The Integrate page will show more details however.
Folder Inbox counter and access
If you have the permission, you can view the number of documents in each of the reception inboxes. This applies to the Purchases, Sales, Bank Statements, and Supplier Statements folders. Click the counter number to access the relevant inbox.
Expenses reports and People access
If you have the permission, click View to access the Expenses Reports reception folder or the People page.
Billing Account admin
The Billing account admin column shows who owns the companies you have access to.
📌TIP: The Billing Account Admin column (company owner) can be useful for any troubleshooting. For example, if you're running out of credit, you'll need to contact the owner. If you don't have access to the integrate page, the admin can also help you troubleshoot integration issues.