AutoEntry by Sage

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

Cancel your AutoEntry subscription and understand what happens to your credits and data afterwards.

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

Oliver Cook

Michael McFarland

Brian Carolan

(Not applicable to Sage for Accountants users)

Find answers and get help from Intercom Support and Community Experts

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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.