AutoEntry by Sage

Brian Carolan

AutoEntry Support Team

Oliver Cook

Manage your subscription, credits, and data

Manage your account

An overview of the security policies and processes in place for AutoEntry.

Security policies for AutoEntry

GDPR Compliance

Some answers to specific questions we're regularly asked on GDPR compliance.

Frequently asked GDPR questions

Security of uploading invoices via email and GDPR

E-Mail upload security

AutoEntry's credit card security measures.

Credit card security

An overview of how long AutoEntry stores documents you upload.

How long are documents stored in AutoEntry?

Back up your data in AutoEntry using manual exports or a support request for bulk download.

Back up and download your AutoEntry files

You can download PDFs of your uploaded documents from AutoEntry.

Download a PDF copy of your document

Delete my AutoEntry account

How to download your documents from AutoEntry.

Export from AutoEntry

What happens if I don't use my AutoEntry account.

Inactive accounts

Manage your data

How to manage your AutoEntry profile details.

User Profile

How to move credits from one AutoEntry account/user to another.

Can I transfer my credits to another AutoEntry account?

How to change the email address you use to log in to AutoEntry, and reasons why you aren't able to.

Change email address for AutoEntry

Where to get further information on our Partner Program and register your interest

AutoEntry Partner Program

Checking who the admin user is in AutoEntry.

How to check a company's billing user

Marie-H

(Not applicable to Sage for Accountants users)

Manage your profile

An overview of the AutoEntry Settings page and its functions.

Account Settings

An overview of your Subscription and Billing page.

Subscription and Billing

See your full usage of credits on AutoEntry as both a running balance and usage per company.

Credit Usage report

How to access your subscription invoices in AutoEntry.

View my subscription invoices

How to change the email address your invoices from AutoEntry are sent to.

Can my invoices from AutoEntry be sent to a different email address?

Some restrictions in AutoEntry can temporarily prevent subscription changes.

Why you can't change your subscription

How to cancel your AutoEntry subscription.

Cancel your subscription

You can update your AutoEntry subscription and control when changes apply.

Change or renew your subscription

How to check how many credits you have to use to upload documents to AutoEntry.

Check your Credits balance

How to activate a subscription or purchase credits in bulk in AutoEntry.

Add more AutoEntry credits

The steps you need to follow when activating a company on a fixed price subscription.

Activate a fixed price company

How to deactivate a fixed price subscription from a company.

Deactivate a fixed price subscription

How to save your card details to use AutoEntry.

Add or update your card details to your AutoEntry account

How to pause your subscription and keep access to AutoEntry.

Pause your subscription

What is overage and how does it work in AutoEntry.

Overage

How to manage your subscription in AutoEntry.

Manage your subscription

Understanding your sage bundle subscription in AutoEntry.

Sage 50 bundle subscriptions

How to add your monthly credits to your AutoEntry that you're entitled to if you have a Sage 50 bundle subscription.

Adding free credits included in Sage 50 Bundle subscription

Michael McFarland

How to transfer ownership of a company in AutoEntry to another user.

Change a company's billing user

How to transfer your billing access for one or more companies to another AutoEntry user.

Change billing user - Submitting a request

How to approve the request to take ownership of another AutoEntry user's company/companies.

Change billing user - Approving a request

Change Billing User

Find answers and get help from Intercom Support and Community Experts

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Browse articles and guides in this topic.

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.