Quick Guide to getting started

Like the 7 second workout, this is the quick way to get up and running!

7 articles in this collection
Written by Brian Carolan and Garrett Banahan

Quick Guide to Getting Started for Integrated Companies

8 Steps to Working Smarter with AutoEntry. Quick n'Easy... Here we go!

Written by Brian Carolan
Updated over a week ago

Quick Guide To Getting Started For Non Integrated Companies

Just want to export to excel/csv files? It's this easy....

Written by Brian Carolan
Updated over a week ago

Uploading Documents to AutoEntry

How to upload a pdf of scanned Invoices/Bills/Receipts or Statements to AutoEntry

Written by Brian Carolan
Updated over a week ago

Quick Setup Guide for using AutoEntry with Xero

We'll get you up and running in under a minute

Written by Brian Carolan
Updated over a week ago

4 Steps to Upload, Review and Publish

The simple steps to get a basic invoice from source into your accounting package

Written by Garrett Banahan
Updated over a week ago

Baldwins Group Client Company Set-Up

For Baldwins Group users, the specific steps for setting up a client company on AutoEntry

Written by Brian Carolan
Updated over a week ago

Accountants and Bookkeepers

4 Methods of sourcing Documents from your Client

Deciding how you're going to receive source documents from your client

Written by Garrett Banahan
Updated over a week ago