Getting Started

Everything you need to know to get started using AutoEntry!

Brian Carolan avatar Elina Kokina avatar Garrett Banahan avatar +7
70 articles in this collection
Written by Brian Carolan, Elina Kokina, Garrett Banahan and 7 others
Quick Guides to Getting Started

Top 10 Articles for AutoEntry Users

A list of AutoEntry's top 10 articles compiled for your convenience!
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

What do the Publish buttons mean?

What each publish button means on AutoEntry and how they work.
Iain Carey avatar
Written by Iain Carey
Updated over a week ago

What Files Can/Can't be Downloaded from AutoEntry?

The list of files you can download from AutoEntry.
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Uploading Documents to AutoEntry

How to upload your 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

Quick Guide To Getting Started For Non-Integrated Companies

Just want to export .csv or Excel 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.
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 & Xero HQ.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

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

Some ways of deciding how you can receive source documents from your client.
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 further.
Garrett Banahan avatar
Written by Garrett Banahan
Updated over a week ago

Quick Guide - Recommended Scanner Settings

Required scanner settings for invoices and statements.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago
Subscriptions, Signing Up and our Free Trial

What is the Difference Between an SME and Bookkeeper Account on AutoEntry?

Is there a difference between what option I sign up under?
Mark Doyle avatar
Written by Mark Doyle
Updated over a week ago

Can I Switch Off my Overage Limit?

Can I stop my credit balance going into negative figures?
Orlaith avatar
Written by Orlaith
Updated over a week ago

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 much does AutoEntry cost?

An overview of AutoEntry's cost and credit system.
Brian Carolan avatar
Written by Brian Carolan
Updated this week

How to Add a Subscription to your Account

Looking to start 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

Invoices for Monthly Subscription Payments

Where you can find your invoice/receipt/bill from AutoEntry.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Fair Usage Policy (Overage Limit)

An overview of AutoEntry's Overage Limit function.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

How Long do Credits Last?

Do credits expire? And after how long?
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Single sign-on with Sage ID

Sage Business Cloud Accounting users can also 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

The payment methods you can use for credits on 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

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 why.
Orlaith avatar
Written by Orlaith
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

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

Manage Lists

An overview of the Manage Lists page on AutoEntry.
Emma Carroll avatar
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
Brian Carolan avatar
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.
Orlaith avatar
Written by Orlaith
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

Non-VAT Registered

How to set a company as not registered for VAT on AutoEntry.
Orlaith avatar
Written by Orlaith
Updated over a week ago

How to Stop Getting Notification Emails

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

Default VAT Codes

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

Auto-Archive Invoices

How to have your invoices automatically archived after publishing
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

Notification Emails

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

Company Homepage Overview

An overview of your company homepage on AutoEntry.
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

Inbox

An overview of AutoEntry's inbox view for each folder.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Activity Tab

An overview of the Activity page within each folder on AutoEntry.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Archive

An overview of the Archive tab on AutoEntry.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

All People

An overview of AutoEntry's All People page.
Brian Carolan avatar
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.
Elina Kokina avatar
Written by Elina Kokina
Updated over a week ago

Cost Centres/Tracking Categories, Classes and Locations Overview

A brief overview of Cost Centres/Tracking Categories, Classes and Locations on AutoEntry.
Brian Carolan avatar
Written by Brian Carolan
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

How to Hide Supplier Accounts

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 Hide VAT/Category/Expense Category Codes and Mileage Rates

The steps required to mark your codes as invisible from invoice/expense dropdown menus.
Erica avatar
Written by Erica
Updated over a week ago

How to Edit/Delete VAT/Category/Expense Category Codes and Mileage Rates

The steps required to edit/delete your codes from AutoEntry.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Supplier Settings Overview

An overview of AutoEntry's General Supplier Settings page.
Brian Carolan avatar
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 and AccountsPrep companies.
Garrett Banahan avatar
Written by Garrett Banahan
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

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

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

Can I merge two companies?

Merging two companies set up on AutoEntry.
Erica avatar
Written by Erica
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

How to Search for a Company

How to search for a company on your account.
Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago