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

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

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 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 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 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 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 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 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

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

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 this week

How to Edit/Delete VAT and Category Codes

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

Written by Brian Carolan
Updated this week

Supplier Settings Overview

An overview of AutoEntry's General Supplier Settings page.

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.

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

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

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 Emma Carroll
Updated this week