Your AutoEntry Account | AutoEntry Help Center

Logging In

How to Reset Your Password

Single sign-on with Sage ID

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

Written by Garrett Banahan
Updated over a week ago

Error: 'This account has been locked'

How to resolve the error 'This account has been locked'.

Written by Orlaith
Updated over a week ago

Error: 'You can only access AutoEntry from the internal OCRex network. If you see this message while in an OCRex office or using an OCRex VPN, contact IT Support.'

How to clear the OCRex VPN error message when logging into the AutoEntry website.

Written by Amy
Updated over a week ago

Users

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

How to Remove a User

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

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

How do I grant access to additional companies to an existing user?

How to invite an existing user on your account to be able to access additional companies

Written by Orlaith
Updated over a week ago

AutoEntry Partner Program

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

Written by Brian Carolan
Updated over a week ago

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

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

Written by Orlaith
Updated over a week ago

Auto-Forwarding Issue

Outlook email forwarding

Written by Aaron
Updated over a week ago

Account Settings

Subscription and Billing

An overview of your Subscription and Billing page.

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

Account Settings Page

An overview of the Account Settings page and its functions.

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

Delete Account

How to delete your account

Written by Tara
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

Can AutoEntry invoices be sent to a different email address?

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

Written by Tara
Updated over a week ago

Why Can't I Change My Subscription?

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

Written by Meera Sharma
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

Why am I Unable to Cancel my Subscription?

If the 'Cancel Subscription' button is greyed out, these are the most common reasons why.

Written by Orlaith
Updated over a week ago

Data Security and Storage

2-Step Authentication

How to set up and activate 2-step authentication.

Written by Brian Carolan
Updated over a week ago

What sort of security is in place

Our security policies and processes

Written by Brian Carolan
Updated over a week ago

Credit Card Security

AutoEntry's credit card security measures.

Written by Aaron
Updated this week

GDPR Compliance

AutoEntry and the GDPR (EU) regulations

Written by Brian Carolan
Updated over a week ago

2-Step Authentication Required

Your user account requires 2-Step Authentication.

Written by Iain Carey
Updated over a week ago

Using 2FA Security for Sync App Users

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

Written by Emma Carroll
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

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 to Search for a Specific Document

How to find a particular invoice by invoice number, doc ID, supplier or invoice total.

Written by Brian Carolan
Updated over a week ago

Change Billing User

Change Billing User - Submitting a Request

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

Written by Emma Carroll
Updated over a week ago

Change Billing User - Approving a Request

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

Written by Emma Carroll
Updated over a week ago