AutoEntry by Sage

Tara Broderick

Ciara McDaniel

Brian Carolan

All the information on your account. Covering Signing-Up, Credits, Usage, Users, Subscriptions and Security

Your AutoEntry Account

How to Reset Your Password

Sage Business Cloud Accounting users can also enjoy the benefits of single sign-on when they sign up to AutoEntry with Sage ID

Single sign-on with Sage ID

Logging In

Is it possible to move credits from one AutoEntry account/user to another?

Can I Transfer my Credits to Another AutoEntry Account?

When looking to add a new user, here's how, what permissions can be added and their relationship to you.

Adding Users and Setting Permissions

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

How to Remove a User

Use the Template feature to quickly assign permission sets to users

User Permission Templates

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

AutoEntry Partner Program

The reason why you may be unable to change the name of email address on your account's User Profile.

Why can't I change the name/email address on my account?

Outlook Auto-Forwarding Issue

Aaron

Emma Carroll

Users

An overview of your Subscription and Billing page.

Subscription and Billing

Change your own details and change password if required here...

User Profile and Password Change

An overview of the Account Settings page and its functions.

Account Settings Page

We send your receipt/invoice from AutoEntry to AutoEntry itself. Here's where to find it....

Payment History and your Invoice from AutoEntry

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

Credit Usage Report

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

Can AutoEntry invoices be sent to a different email address?

Why am I unable to change or renew my monthly subscription?

Why Can't I Change My Subscription?

AutoEntry not the product for you? You can cancel here....

How to Cancel your Subscription

Instructions on how to change your subscription level, or renew it before the monthly date.

How to Change/Renew your Subscription

How to pause your subscription and continue using AutoEntry as normal.

Pausing Your Subscription

How to check how many credits are left on your account.

How to Check Your Available Credits

The steps required to activate a fixed price company.

How to Activate a Fixed Price Company

The steps required to deactivate a fixed price subscription from a company.

How to Deactivate a Fixed Price Subscription

Account Settings

How to set up and activate 2-step authentication.

2-Step Authentication

What sort of security is in place

AutoEntry's credit card security measures.

Credit Card Security

GDPR Compliance

Your user account requires 2-Step Authentication.

2-Step Authentication Required

A guide on 2 Factor Authentication security measures for users of the AutoEntry Desktop Sync App.

Using 2FA Security for Sync App Users

Some specific questions we're regularly asked on GDPR compliance. There might even be a few answers too!

Frequently Asked GDPR Questions

Security of uploading invoices via email and GDPR

E-Mail Upload Security

How Long are Documents Stored for on AutoEntry?

Data Security and Storage

A guide for the current billing user needing to transfer their company/companies to another AutoEntry user.

Change Billing User - Submitting a Request

A guide for the new billing user needing to approve the request to take ownership of another AutoEntry user's company/companies.