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Getting Started
Getting Started
Everything you need to know to get started using AutoEntry!
+2
39 articles in this collection
Written by
Brian Carolan,
Garrett Banahan,
Sinead Gallagher
and 2 others
Free Live Webinars (with Q&A)
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
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
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
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
Subscriptions, Signing Up and our Free Trial
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