Getting Started

Free Live Webinars (with Q&A)

Details of our free live webinars!

Written by Sinead Gallagher
Updated over a week ago

Can I request a Demo or attend a Webinar?

We'll help you out with your purchase and even help you use AutoEntry on our free training webinars.

Written by Brian Carolan
Updated over a week ago

On-Demand Training Videos

All you need to know about using AutoEntry in a helpful video library

Written by Brian Carolan
Updated over a week ago

All Activity - Uploaded Files

Viewing a full list of all files that have been uploaded to a company or folder

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

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

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

Written by Garrett Banahan
Updated over a week ago

7 Features of achieving greater levels of Automation

Time-saving features to help you automate

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!

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!

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!

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....

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

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

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

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

Written by Brian Carolan
Updated over a week ago

How much does AutoEntry cost?

Cheaper than you might think!

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

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

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....

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!

Written by Brian Carolan
Updated over a week ago

What is a Credit?

What are Credits and how are they used?

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....

Written by Brian Carolan
Updated over a week ago

How will I be charged

Payment details for an AutoEntry subscription

Written by Brian Carolan
Updated over a week ago

Payment Methods AutoEntry accepts

Branded cattle, bartering or a barrel of Stout? Ahem......

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!

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?

Written by Brian Carolan
Updated over a week ago

AutoEntry Invoices and UK VAT Treatment

An explanation of AutoEntrys' VAT handling for UK customers

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!

Written by Brian Carolan
Updated over a week ago

Pausing Your Subscription

How to pause your subscription and continue using AutoEntry as normal.

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....

Written by Brian Carolan
Updated over a week ago

Bulk Purchasing Credits

Don't want a subscription? No problem, buy them in bulk instead...

Written by Brian Carolan
Updated over a week ago

Credit or Debit Card Security

AutoEntry uses a secure online payments provider:

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!

Written by Brian Carolan
Updated over a week ago

How long do credits last?

Sorry, we'd love to let you have them forever!

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

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

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.

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?

Written by Brian Carolan
Updated over a week ago