Getting Started

What is AutoEntry and How Does it Work?

What is AutoEntry in a nutshell?

Written by Brian Carolan
Updated over a week ago

When is AutoEntry available?

When is the AutoEntry website accessible and uploads processed?

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

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 over a week ago

Videos 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 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...

Written by Brian Carolan
Updated over a week ago

Uploading Documents to AutoEntry

How to upload your 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 further.

Written by Garrett Banahan
Updated over a week ago

Recommended Scanner Settings

Required scanner settings for invoices and statements.

Written by Brian Carolan
Updated over a week ago

How do I Find Processed Documents?

Where are my processed files?

Written by Brian Carolan
Updated over a week ago

What do the Different Publish Buttons Mean?

What each publish button means on AutoEntry and how they work.

Written by Jeffrey Green
Updated over a week ago

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

The list of files you can download from AutoEntry.

Written by Emma Carroll
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.

Written by Garrett Banahan
Updated over a week ago

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 AutoEntrys 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 over a week ago

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 them in bulk instead!

Written by Brian Carolan
Updated over a week ago

Payment Methods AutoEntry Accepts

The payment methods you can use for credits on AutoEntry.

Written by Brian Carolan
Updated over a week ago

Overage Limit

An overview of AutoEntry's Overage Limit and Credit Roll Over functions.

Written by Brian Carolan
Updated over a week ago

How Long do Credits Last?

Do credits expire? And after how long?

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

Pausing Your Subscription

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

Written by Brian Carolan
Updated over a week ago

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

Is there a difference between what option I sign up under?

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

AutoEntry Invoices and UK VAT Treatment

An explanation of AutoEntrys' 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

Is There a Limit to the Amount of Companies I Can Create?

Information on the amount of companies you can add to your AutoEntry account.

Written by Alex
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

How to Add a New Company

How to create a new company on AutoEntry.

Written by Brian Carolan
Updated over a week ago

Company Homepage Overview

An overview of your company homepage on AutoEntry.

Written by Brian Carolan
Updated over a week ago

Can I Archive a Company?

Is this possible for companies no longer in use?

Written by Emma Carroll
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

Shared Links

How to amend your shared links setting

Written by Brian Carolan
Updated over a week ago

How to Display Invoice Numbers on the Inbox or Archive

The steps required to have invoice numbers show on your Inbox or Archive.

Written by Emma Carroll
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

How to Stop Getting Notification Emails

Steps required to stop getting notified about the status of your invoices

Written by Emma Carroll
Updated over a week ago

Inbox

An overview of AutoEntry's inbox view for each folder.

Written by Emma Carroll
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

Archived Folder Overview

An overview of the Archive tab 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 Elina Kokina
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

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

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.

Written by Emma Carroll
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.

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 and AccountsPrep 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

Can I Merge Companies?

Merging two companies set up on AutoEntry.

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

How to Search for a Company

How to search for a company on your account.

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.

Written by Alex
Updated over a week ago