AutoEntry by Sage

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How to resolve this error in the Activity tab of AutoEntry.

Error: 'Credits could not be deducted'

Why you may see an insufficient credits notice on your company despite it being on a fixed price subscription.

'0 credits' Notice on a Fixed Price Company

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

Error: 'This account has been locked'

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

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 ErrorCode: 6240, Message:Duplicate Name Exists Error, Element:, Detail:The name supplied already exists. : Id=129

Error: 'ErrorCode:6240, Message:Duplicate Name Exists Error, Element:, Detail:The name supplied already exists. : Id=129'

How to clear the browser error 'NET:: ERR_CERT_DATE_INVALID'

Error: 'NET:: ERR_CERT_DATE_INVALID'

How to resolve missing transaction descriptions when exporting bank or credit card statements to Excel from AutoEntry.

Transaction descriptions are missing when exporting bank statements to Excel

What to do when your bank statement is missing pages.

Missing Pages on Bank Statements

How to resolve this error when clicking a URL link in AutoEntry.

Error: 'Forbidden: You don't have access to the link you requested'

How to resolve this error when publishing an invoice to your accounting software.

Error: 1.reference has already been used

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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{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

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