AutoEntry by Sage

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

Inactive accounts

Delete my AutoEntry account

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

How to download your documents from AutoEntry.

Export from AutoEntry

How to add your GST number to your AutoEntry account if you're GST registered (Canada only).

Add your GST Number to your AutoEntry Account

Brian Carolan

Oliver Cook

AutoEntry Support Team

Manage your subscription, credits, users and data

Your AutoEntry Account

Log in to AutoEntry

How to reset your password for the AutoEntry website forgotten password.

Reset password for AutoEntry

Logging In

How to log in using your 2-factor authentication (2FA) recovery code to log in.

Authenticate with your recovery code

How to log into your AutoEntry account with 2-factor authentication (2FA) if you're not receiving your verification code.

I'm not receiving a text for 2-Step Autentication

How to log into your AutoEntry account with 2-factor authentication (2FA) if your device is unavailable to authenticate.

I don't have access to my device for 2-Step Authentication

2-Factor Authentication (2FA)

How to invite users to AutoEntry and configure their access.

Add users and set their permissions

How to resend an invitation link to a user you've added to your AutoEntry company.

Resend an invite to a new user

How to give the same permission of one user to another user without having to do it manually.

Copy Permissions to other users

How to use the template feature to assign customised permissions to users quickly.

User Permission Templates

How to give a user access to other companies.

Grant an existing user access to additional companies

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

Remove a user

How to grant access to specific folders after you add a user in AutoEntry.

Permissions tab

How to give a user access to only upload a document to AutoEntry without the edit or publish access in AutoEntry.

Upload access only for invoices

Can I remove access to a company from a user who has access to all companies in AutoEntry?

Remove access from Account level users

Marie-Helene Sheeran

Users and permissions

Your user profile is where you can edit your name, language, password, security questions, and 2-step verification.

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

My profile

An overview of the Account 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 see your past invoices sent from AutoEntry within Payment History in your account settings.

View my invoices for AutoEntry

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?

Reasons why you're unable to make changes to your subscription.

Why can't I change my subscription?

How to cancel your AutoEntry subscription.

Cancel your subscription

How to upgrade, downgrade or renew your subscription in AutoEntry.

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 add credits to your AutoEntry account.

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

Nathan

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?

How to download a copy of all or multiple documents uploaded to AutoEntry

Download all files from AutoEntry

You can download PDFs of your uploaded documents from AutoEntry.

Download a PDF copy of your document

Michael McFarland

Data Security and Storage

How to set up and activate 2-factor authentication (2FA) in AutoEntry.

Set up 2-Step Verification

Generate a new recovery code for 2-Step Verification

How to use 2-Factor Authentication (2FA) security measures for users of the AutoEntry Desktop Sync App.

Using 2-Factor Authentication for Sync App users

2-factor authentication (2FA)

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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