Your AutoEntry Account

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

36 articles in this collection
Written by Brian Carolan

Account Overview

Quick guide to your Account and Account Settings menu

Written by Brian Carolan
Updated over a week ago

AutoEntry Partner Program

Yes, we have a partner program!

Written by Brian Carolan
Updated over a week ago

Users

Adding a User to AutoEntry

A quick overview of adding a user and setting access permissions in AutoEntry

Written by Brian Carolan
Updated over a week ago

Adding Users and setting Permissions

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

Written by Brian Carolan
Updated over a week ago

User Permission Templates

Use the Template feature to quickly assign permission sets to users

Written by Brian Carolan
Updated over a week ago

User Relationships

What is the User Relationship field and why do I need it?

Written by Brian Carolan
Updated over a week ago

Re-Sending an Invite to a new User

They haven't got the invite? Aren't spam filters great! Here's how to re-send the invite....

Written by Brian Carolan
Updated over a week ago

Re-Sending an Invite to a New User and Data Retention

Didn't mean to invite someone or an invitee doesn't sign up? What happens?

Written by Brian Carolan
Updated over a week ago

Account Settings

Subscription and Billing

Overview of the subscription and billing page

Written by Brian Carolan
Updated over a week ago

Adding Credits

Need Credits? Here's how!

Written by Brian Carolan
Updated over a week ago

Account Settings page

Your account details in AutoEntry

Written by Brian Carolan
Updated over a week ago

Credit Usage Report

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

Written by Brian Carolan
Updated over a week ago

User Profile and Password Change

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

Written by Brian Carolan
Updated over a week ago

Payment History and your invoice from AutoEntry

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

Written by Brian Carolan
Updated over a week ago

Subscribing to AutoEntry

How to add a Subscription to your account

Looking to Add an AutoEntry Subscription? Excellent! Here's how....

Written by Brian Carolan
Updated over a week ago

Payment Methods AutoEntry accepts....

Branded cattle, bartering or a barrel of Stout? Ahem......

Written by Brian Carolan
Updated over a week ago

How much does AutoEntry cost?

Cheaper than you might think!

Written by Brian Carolan
Updated over a week ago

Can I Change or Renew my subscription?

Yes! There's no contracts or minimum sign-up periods so you're in full control!

Written by Brian Carolan
Updated over a week ago

How do I get an Invoice for my monthly subscription payments?

Where's your invoice/receipt/bill from AutoEntry?

Written by Brian Carolan
Updated over a week ago

AutoEntry Invoices and UK VAT Treatment

An explanation of AutoEntrys' VAT handling for UK customers

Written by Brian Carolan
Updated over a week ago

Fair Usage Policy

There's a Fair Usage policy? Oh Oh...... STOP! Don't worry, it's REALLY fair!

Written by Brian Carolan
Updated over a week ago

Pausing Your Subscription

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

Written by Brian Carolan
Updated over a week ago

How can I cancel my subscription?

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

Written by Brian Carolan
Updated over a week ago

Bulk Purchasing Credits

Don't want a subscription? No problem, buy them in bulk instead...

Written by Brian Carolan
Updated over a week ago

Credit or Debit Card Security

AutoEntry uses a secure online payments provider:

Written by Brian Carolan
Updated over a week ago

What happens when my credits run out?

Busier than expected? Don't worry! We got you!

Written by Brian Carolan
Updated over a week ago

How will I be charged

Payment details for an AutoEntry subscription

Written by Brian Carolan
Updated over a week ago

How long do credits last?

Sorry, we'd love to let you have them forever!

Written by Brian Carolan
Updated over a week ago

Data Security and Storage

What sort of security is in place

Our security policies and processes

Written by Brian Carolan
Updated over a week ago

GDPR Compliance

AutoEntry and the GDPR (EU) regulations

Written by Brian Carolan
Updated over a week ago

Frequently Asked GDPR Questions

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

Written by Brian Carolan
Updated over a week ago

Where are my archived documents stored?

You've published items to your accounts package, where have the invoices/bills gone?

Written by Brian Carolan
Updated over a week ago

Changing your Password

If a password change is required for any reason....

Written by Brian Carolan
Updated over a week ago

E-Mail Upload Security

Security of uploading invoices via email and GDPR

Written by Brian Carolan
Updated over a week ago

How long are documents stored for on AutoEntry

We are your vault for old invoices!

Written by Brian Carolan
Updated over a week ago

How can I search for a document in a company

Written by Brian Carolan
Updated over a week ago