Getting Started

What is AutoEntry and How Does it Work?

What is AutoEntry in a nutshell?

Written by Brian Carolan
Updated this week

When is AutoEntry available?

When is the AutoEntry website accessible and uploads processed?

Written by Brian Carolan
Updated over a week ago

Free Live Webinars (with Q&A)

Details of our free live webinars!

Written by Sinead Gallagher
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 this week

Video Tutorials!

Quick video tutorials for each of AutoEntry's features.

Written by Brian Carolan
Updated over a week ago

Quick Guide to Getting Started for Integrated Companies

8 Steps to working smarter with AutoEntry.

Written by Brian Carolan
Updated this week

Quick Guide To Getting Started For Non-Integrated Companies

Just want to export .csv or Excel files? It's this easy...

Written by Brian Carolan
Updated over a week ago

What Language does AutoEntry Accept?

Is AutoEntry multi-lingual?

Written by Brian Carolan
Updated over a week ago

How to Upload Documents to AutoEntry

How to upload your scanned Invoices/Bills/Receipts or Statements to AutoEntry.

Written by Brian Carolan
Updated this week

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 get even more from AutoEntry.

Written by Garrett Banahan
Updated over a week ago

Recommended Scanner Settings

Required scanner settings for invoices and statements.

Written by Brian Carolan
Updated this week

The AutoEntry Free Trial

Signing up for a free trial, no strings attached.

Written by Brian Carolan
Updated over a week ago

What is a Credit?

An overview of Credits and AutoEntry's credit system

Written by Brian Carolan
Updated over a week ago

How much does AutoEntry cost?

An overview of AutoEntry's cost and credit system.

Written by Brian Carolan
Updated this week

Adding Credits

3 ways you can add credits to your account.

Written by Brian Carolan
Updated over a week ago

How to Add a Subscription to your Account

Looking to start an AutoEntry subscription? Excellent! Here's how....

Written by Brian Carolan
Updated over a week ago

Bulk Purchasing Credits

Don't want a subscription? No problem, buy credits in bulk instead!

Written by Brian Carolan
Updated over a week ago

Overage Limit (Fair Usage Policy)

An outline of how AutoEntry's fair usage policy works, and how your account is affected by it.

Written by Brian Carolan
Updated over a week ago

How to Change/Renew your Subscription

Instructions on how to change your subscription level, or renew it before the monthly date.

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 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

AutoEntry Invoices and UK VAT Treatment

An explanation of AutoEntry's VAT handling for UK customers

Written by Brian Carolan
Updated over a week ago

Non-Profit Organisations and Charity Discount

AutoEntry subscription discounts for NPOs and Charities

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.

Written by Emma Carroll
Updated over a week ago

How to Deactivate a Fixed Price Subscription

The steps required to deactivate a fixed price subscription from a company.

Written by Nathan
Updated over a week ago

'0 credits' Notice on a Fixed Price Company

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

Written by Emma Carroll
Updated over a week ago

Default Supplier/Vendor Date Format

Setting a default date format per supplier or vendor

Written by Brian Carolan
Updated this week

How to Add a New Company

How to create a new company on AutoEntry.

Written by Brian Carolan
Updated this week

Company Homepage Overview

An overview of your company homepage on AutoEntry.

Written by Brian Carolan
Updated over a week ago

Company Settings Overview

An overview of your Company Settings tab.

Written by Brian Carolan
Updated over a week ago

Manage Lists

An overview of the Manage Lists page on AutoEntry.

Written by Emma Carroll
Updated over a week ago

All Activity Tab

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

Written by Brian Carolan
Updated over a week ago

Non-VAT Registered

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

Written by Emma Carroll
Updated over a week ago

Default VAT Codes

A great feature where AutoEntry will suggest your preferred VAT code for your invoices/bills.

Written by Brian Carolan
Updated over a week ago

VAT Period Reporting

How does VAT Period Reporting work in AutoEntry?

Written by Brian Carolan
Updated over a week ago

Auto-Archive Invoices

How to have your invoices automatically archived after publishing

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

Written by Brian Carolan
Updated over a week ago

Default Sales Category

Automating the selection of Categories for Sales invoices.

Written by Emma Carroll
Updated over a week ago

Shared Links

How to amend your shared links setting

Written by Brian Carolan
Updated over a week ago

Error: Email Address is Already in Use

How to clear the error message 'email address is already in use' when adding a new company to AutoEntry.

Written by Emma Carroll
Updated over a week ago

Notification Emails

How to receive notification emails for uploaded documents.

Written by Brian Carolan
Updated over a week ago

Activity Tab

An overview of the Activity page within each folder on AutoEntry.

Written by Brian Carolan
Updated over a week ago

Archive

An overview of the Archive on AutoEntry.

Written by Brian Carolan
Updated over a week ago

All People

An overview of AutoEntry's All People page.

Written by Brian Carolan
Updated over a week ago

Tracking Categories for Non-Integrated Companies

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

Written by AutoEntry Support Team
Updated over a week ago

How to Hide Supplier Accounts

The steps required to make a supplier account visible or invisible on AutoEntry.

Written by Emma Carroll
Updated over a week ago

How to Hide VAT, Category, Expense Category Codes and Mileage Rates

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

Written by Emma Carroll
Updated over a week ago

How to Edit/Delete VAT and Category Codes

The steps required to edit/delete your codes from AutoEntry.

Written by Brian Carolan
Updated over a week ago

Supplier Settings Overview

An overview of AutoEntry's General Supplier Settings page.

Written by Brian Carolan
Updated over a week ago

Uploading Company Contacts, VAT and Category Codes

How to create and import your Customers, Suppliers, Categories and VAT codes for non-integrated companies.

Written by Garrett Banahan
Updated over a week ago

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

How to undo the 'Remember?' function

Written by Emma Carroll
Updated over a week ago

How to Delete a Company from AutoEntry

How to delete or remove a company from AutoEntry.

Written by Brian Carolan
Updated over a week ago