AutoEntry by Sage

How to access the Integrate page in AutoEntry.

Integrate page overview

Marie-H

Brian Carolan

Oliver Cook

Configure your Company Contacts, Categories and default settings 

Company Settings and automation

An overview of your Company Settings tab in AutoEntry.

Company Settings

How to set a company as not registered for VAT on AutoEntry.

Non-VAT Registered

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

How to set up VAT Period Reporting work in AutoEntry

Set up VAT Period Reporting

Allow AutoEntry to suggest your preferred VAT codes.

Default VAT Codes

A default due date can be set for both Purchases and Sales invoices

Default Due Date

Automating the selection of Categories for Sales invoices.

Default Sales Category

How to receive notification emails for uploaded documents.

Notification Emails

How to upload Invoices, supplier statements and expenses via email.

Email documents to AutoEntry

How to archive your invoices automatically in AutoEntry.

Auto-Archive invoices

How to use and change the shared links settings in AutoEntry.

Shared Links

Delete a company

AutoEntry Support Team

All guides related to your company settings

Update and maintain company contact details in AutoEntry.

Manage company contacts

How to create and import your Customers and Suppliers in AutoEntry - non-integrated companies.

Add or upload your Company Contacts

An overview of the general settings page for a supplier record in AutoEntry.

Supplier settings

How to set up rules to apply automatically to your contacts in AutoEntry.

Line Item Rules

An overview of stored line items in AutoEntry per supplier.

Stored Line Items

Setting a default date format per supplier or vendor

Default Supplier/Vendor Date Format

Control whether a supplier is visible to select for an invoice in AutoEntry.

Hide Supplier Account

How AutoEntry's 'Remember' function works and how to set it up.

'Remember' Supplier, Category and VAT Codes

How to undo the 'Remember?' function in AutoEntry.

How to delete Remembered VAT, Category or Cost Codes for a supplier

How to publish invoices automatically in AutoEntry.

Auto-Publish

How to set up or change the description showing by default on invoices in AutoEntry.

Default description on invoices

How to delete a supplier, vendor or customer contact from AutoEntry.

Delete a contact

Contact Settings

An overview of the Manage Lists page on AutoEntry.

Manage Lists

How to create and import your Vat and codes in AutoEntry - non-integrated companies.

Add or upload VAT and Category Codes

How to edit/delete your codes in an AutoEntry company not integrated with accounting software.

Edit or Delete VAT and Category Codes

How to mark your mileage rates and categories as invisible from invoice/expense dropdown menus.

Hide VAT, Category, Expense Category Codes and Mileage Rates

An overview of tracking categories for non-integrated companies on AutoEntry.

Tracking Categories for Non-Integrated Companies

How to set and manage your mileage rates from within Manage Lists.

Manage Mileage Rates

What this message means on the Manage Lists page in AutoEntry.

Error: 'Changes to codes are not allowed as the company is connected to Accounting Software'

How to map your expense categories to the correct nominal or category in AutoEntry.

Expense Categories

How to manage your Vat codes and categories

Manage lists

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.