Getting Started

Everything you need to know to get started using AutoEntry!

Brian Carolan avatar Garrett Banahan avatar AutoEntry Support Team avatar +3
53 articles in this collection
Written by Brian Carolan, Garrett Banahan, AutoEntry Support Team and 3 others
Subscriptions, Signing Up and our Free Trial

The AutoEntry Free Trial

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

What is a Credit?

An overview of Credits and AutoEntry's credit system
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Written by Brian Carolan
Updated over a week ago

How much does AutoEntry cost?

An overview of AutoEntry's cost and credit system.
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Written by Brian Carolan
Updated over a week ago

Adding Credits

3 ways you can add credits to your account.
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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....
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Written by Brian Carolan
Updated over a week ago

Bulk Purchasing Credits

Don't want a subscription? No problem, buy credits in bulk instead!
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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.
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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.
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Written by Brian Carolan
Updated over a week ago

Pausing Your Subscription

How to pause your subscription and continue using AutoEntry as normal.
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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.
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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
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Written by Brian Carolan
Updated over a week ago

Non-Profit Organisations and Charity Discount

AutoEntry subscription discounts for NPOs and Charities
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Written by Brian Carolan
Updated over a week ago
Adding Companies and Company Settings

How to Add a New Company

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

Company Homepage Overview

An overview of your company homepage on AutoEntry.
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Written by Brian Carolan
Updated over a week ago

Company Settings Overview

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

Manage Lists

An overview of the Manage Lists page on AutoEntry.
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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
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Written by Brian Carolan
Updated over a week ago

Non-VAT Registered

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

VAT Period Reporting

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

Auto-Archive Invoices

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

Default Sales Category

Automating the selection of Categories for Sales invoices.
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Written by Emma Carroll
Updated over a week ago

Shared Links

How to amend your shared links setting
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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.
Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

Notification Emails

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

Activity Tab

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

Archive

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

All People

An overview of AutoEntry's All People page.
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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.
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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.
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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.
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Written by Emma Carroll
Updated this week

How to Edit/Delete VAT and Category Codes

The steps required to edit/delete your codes from AutoEntry.
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Written by Brian Carolan
Updated this week

Supplier Settings Overview

An overview of AutoEntry's General Supplier Settings page.
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Written by Brian Carolan
Updated this week

Uploading Company Contacts, VAT and Category Codes

How to create and import your Customers, Suppliers, Categories and VAT codes for non-integrated companies.
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Written by Garrett Banahan
Updated this week

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

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

Unable to Upload Company Contacts, VAT or Category Codes

A common reason why you may be having trouble uploading nominal codes to your company.
Emma Carroll avatar
Written by Emma Carroll
Updated this week