Getting Started

Everything you need to know to get started using AutoEntry!

Brian Carolan avatar Elina Kokina avatar Garrett Banahan avatar +6
86 articles in this collection
Written by Brian Carolan, Elina Kokina, Garrett Banahan and 6 others
Quick Guides to Getting Started

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 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 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 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

Pen Marks and Handwriting on documents?

Why files may be rejected if there's pen-marks or handwriting on an invoice or statement.
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

The AutoEntry Free Trial

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

How to Deactivate a Fixed Price Subscription

The steps required to deactivate a fixed price subscription from a company
Nathan Doyle avatar
Written by Nathan Doyle
Updated over a week ago

How much does AutoEntry cost?

Cheaper than you might think!
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

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

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

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

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

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

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

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 to Activate a Fixed Price Company

The steps required to activate a fixed price company
Mark Doyle avatar
Written by Mark Doyle
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

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

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

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

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

Credit or Debit Card Security

AutoEntry uses a secure online payments provider:
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
Adding Companies and Company Settings

All Activity Tab

Viewing a full list of all files that have been uploaded to and processed for a company or folder
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Company Files Page

Your business files can now be stored and managed in AutoEntry's new Company Files page
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Company Settings Overview

An overview of your Company Settings tab
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Stop Getting Notification Emails

Steps required to stop getting notified about the status of your invoices
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

Mailbox Details

Purchase mailbox and Sales mailbox email address and details
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Process E-mail Attachment as Single Item

For files with additional pages to be attached to a processed invoice
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Auto-Suggested VAT Codes

A great feature where AutoEntry will suggest your preferred VAT code for new or unknown invoices
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

VAT Period Reporting

How does VAT Period Reporting work in AutoEntry?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Non-VAT Registered

How do I register my company as not registered for VAT on AutoEntry?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Auto-Archive Invoices

How to have your invoices automatically archived after publishing
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Notification Emails

How to receive notification emails for uploaded documents
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Default Due Date

A default due date can be set for both Purchases and Sales invoices
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Shared Links

How to amend your shared links setting
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Company Homepage Overview

Company Home Page Overview
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Inbox

A brief description of AutoEntry's inbox view
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Activity Tab

What is the Activity page and how does it work?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Archive

What is the Archive folder and how does it work?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

All People

What is the All People tab?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Company Homepage versus AutoEntry Homepage

What is the difference between the company homepage and AutoEntry homepage?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Cost Centres/Tracking Categories, Classes and Locations Overview

Cost Centres/Tracking Categories, Classes and Locations Overview
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Tracking Categories for Non-Integrated Companies

AutoEntry now supports up to three tracking categories/cost codes/departments for non-integrated companies
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

AutoEntry and the Irish reduced VAT rate change

Using AutoEntry after the temporary changes to reduce the Irish VAT rate for the tourism and hospitality sector
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

What should my tax code list look like

Is there a sample list of what my tax code list should look like?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

What should my category list look like

Is there a sample list of what my category list should look like?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Using AutoEntrys' Default Tax and Category Codes

Don't have a set of Category or Tax codes to use? We have a default set for you.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How do I upload Tax and/or Category Codes

For non-integrated companies you can upload your own list of category/tax codes for use in AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How do I Edit/Delete tax or category codes

Editing or deleting Tax/Category codes in non-integrated companies
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to add Individual Tax Codes or Categories

How to add individual tax codes or categories
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Navigating to the Manage Lists page

Navigating to the Manage Lists page
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Hide Categories

Removing Categories From AutoEntry
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

Why Can't I Edit or Delete Tax/Category Codes?

I Can't Edit or Delete Tax/Category Codes - why not?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Hide VAT/Tax Codes

How do I remove VAT/Tax codes from AutoEntry?
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

AutoEntry and the Irish standard VAT rate change

Using AutoEntry after the temporary change to the Irish standard VAT rate
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

AutoEntry and the UK VAT rate changes

Using AutoEntry after the temporary changes to reduce the UK VAT rate in the hospitality, hotel and holiday accommodation sector
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

NEW Company Suppliers Page and Line Item Rules

With new rules and settings available, the company suppliers page is a powerful tool!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Adding/Uploading Company Contacts

How to create and import your Customers and Suppliers for non-integrated and AccountsPrep companies
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Supplier Settings Overview

Using the general settings to set global preferences for a particular supplier/vendor
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Line Item Supplier Settings Overview

AutoEntry can remember category/vat and tracking codes per line item based on line item descriptions
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Line Item Rules

In Company Contacts, rules can be added that particular line items are analysed according to these rules
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How to Delete Remembered Vat, Category or Cost Codes for a Supplier

How to undo the 'Remember?' function
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

How do I mark a supplier account as visible/invisible?

The steps required to make a supplier account visible or invisible on AutoEntry
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

How to add a new company

How to create a new company on AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Can I merge two companies?

Merging two companies set up on AutoEntry
Erica Macari avatar
Written by Erica Macari
Updated over a week ago

Deleting a company from AutoEntry

How to delete or remove a company from AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Am I charged for each company I add?

No! We wouldn't be that mean!
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How can I search for a company

How to search for a company
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Setting Billing Account under New Company Setup

How to set a billing account under new company setup
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How can I change a company name

How to change a company's name on AutoEntry
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago