Getting Started

Everything you need to know to get started using AutoEntry!

Brian Carolan avatar Garrett Banahan avatar Sinead Gallagher avatar +2
39 articles in this collection
Written by Brian Carolan, Garrett Banahan, Sinead Gallagher and 2 others
Quick Guides to Getting Started

All Activity - Uploaded Files

Viewing a full list of all files that have been uploaded to a company or folder
Brian Carolan avatar
Written by Brian Carolan
Updated this week

All Activity - Processed Items

Viewing a full list of all files that have finished being processed and the status of these files
Brian Carolan avatar
Written by Brian Carolan
Updated this week

Uploading Documents to AutoEntry

How to upload a pdf of scanned Invoices/Bills/Receipts or Statements to AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

4 Steps to Upload, Review and Publish

The simple steps to get a basic invoice from source into your accounting package
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

7 Features of achieving greater levels of Automation

Time-saving features to help you automate
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Quick Guide to Getting Started for Sage 50 UK&I Users

Here is a step by step guide on getting started for Sage 50 UK&I users!
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Quick Guide to Getting Started for Sage 50 Canada Users

Here is a step by step guide on getting started for Sage 50 Canada users!
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Quick Guide to Getting Started for Integrated Companies

8 Steps to Working Smarter with AutoEntry. Quick 'n' Easy... Here we go!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Quick Guide To Getting Started For Non-Integrated Companies

Just want to export to Excel/CSV files? It's this easy....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Quick Guide on AutoEntry and Xero/Xero HQ

A quick overview of AutoEntry working with Xero
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Quick Setup Guide for using AutoEntry with Xero

We'll get you up and running in under a minute
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Accountants & Bookkeepers - 4 Methods of sourcing Documents from your Client

Deciding how you're going to receive source documents from your client
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Baldwins Group Client Company Set-Up

For Baldwins Group users, the specific steps for setting up a client company on AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
Subscriptions, Signing Up and our Free Trial

How much does AutoEntry cost?

Cheaper than you might think!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Single sign-on with Sage ID

Sage Business Cloud Accounting users can now enjoy the benefits of single sign-on when they sign up to AutoEntry with Sage ID
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

How do I get a free Trial

Signing up for a free trial, no strings attached
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What does the free trial consist of?

Want to Give AutoEntry a go? Here's what you get on the free trial....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How do I sign up?

Like to try AutoEntry for free? Here's how to set up an account!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What is a Credit?

What are Credits and how are they used?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to add a Subscription to your account

Looking to Add an AutoEntry Subscription? Excellent! Here's how....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How will I be charged

Payment details for an AutoEntry subscription
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Payment Methods AutoEntry accepts

Branded cattle, bartering or a barrel of Stout? Ahem......
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Can I Change or Renew my subscription?

Yes! There's no contracts or minimum sign-up periods so you're in full control!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How do I get an Invoice for my monthly subscription payments?

Where's your invoice/receipt/bill from AutoEntry?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

AutoEntry Invoices and UK VAT Treatment

An explanation of AutoEntrys' VAT handling for UK customers
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Fair Usage Policy (Overage Limit)

There's a Fair Usage policy? Oh Oh...... STOP! Don't worry, it's REALLY fair!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Pausing Your Subscription

How to pause your subscription and continue using AutoEntry as normal.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How can I cancel my subscription?

AutoEntry not the product for you? You can cancel here....
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Bulk Purchasing Credits

Don't want a subscription? No problem, buy them in bulk instead...
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Credit or Debit Card Security

AutoEntry uses a secure online payments provider:
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What happens when my credits run out?

Busier than expected? Don't worry! We got you!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How long do credits last?

Sorry, we'd love to let you have them forever!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Why is there a '0 credits' banner showing when on my fixed price subscription company?

Why you may see an insuffitient credits notice on your company despite it being on a fixed price subscription
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

How to check your available credits

How to check how many credits are left on your account
Brian Carolan avatar
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.
Orlaith Maguire avatar
Written by Orlaith Maguire
Updated over a week ago

Why has my free trial expired?

What was included in the free trial and does it expire?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago