AutoEntry by Sage

Emma Carroll

Brian Carolan

Aaron

Useful information and how-to guides for Sage 50 users.

Sage 50

Sage 50 UK&I

How to connect a Sage 50 UK&I company file to AutoEntry.

Sage 50 UK&I - Getting Started with AutoEntry

Getting Started

How to use the Purchase Order (PO) matching feature in AutoEntry as a Sage 50 Accounts (UKI) user.

Sage 50 UK&I - Purchase Order Matching

Assigning Project Reference codes to invoices.

Sage 50 UK&I - Project Codes

For Sage 50 users in the UK&I when using the T18 and T39 tax codes for posting postponed VAT import invoices.

Sage 50 UK&I - Postponed VAT Import Invoices

Using the Mark as Paid feature with Sage 50 UK&I.

Mark as Paid Feature Requirements for Sage 50 UK&I

The steps required to view your posted invoices in Sage 50 UK&I.

How to View Invoice Images in Sage 50 UK&I

What options can be mapped to the Ex-Ref in Sage 50?

Map invoice field to Ex Reference in Sage 50

The steps required to import your bank statement data to Sage 50 UK&I v.25 and above.

Importing Bank Statement data to Sage 50 UK&I

If you have inter-account transfers on your statement to export to Sage 50, here are the steps to recognise them correctly in Sage 50 UK&I.

AutoEntry Bank Statement Export with Account Transfers for Sage 50 UK&I

Invoices & Bank Statements

How to assign charity fund codes on invoices.

Sage 50 UK&I - Charitable Fund Codes

How to find your company's filepath in Sage 50 UK&I.

Where is the Sage 50 UK&I Company Filepath?

General Knowledge

AutoEntry Support Team

Sage 50 Canada & US

How to connect a Sage 50 Canada company to AutoEntry.

Sage 50 Canada - Getting Started with AutoEntry

The steps required to integrate a Sage 50 Canada company which is shared via RDA.

Integrating with a Sage 50 Canada Company Shared via RDA

How to connect a Sage 50 US company file to AutoEntry.

Sage 50 US - Getting Started with AutoEntry

How to import bank statement extractions from AutoEntry directly into Sage 50 Canada.

Importing Bank Statement Data to Sage 50 Canada

Where to view paid invoice transactions in Sage 50 Canada.

Where Do I Find Paid Invoice Transactions in Sage 50 Canada?

Invoices and Canadian Taxes

How to import the bank statement extraction from AutoEntry directly into Sage 50 US.

Importing Bank Statement Data to Sage 50 US

Sukhi

Versions of Sage 50 Canada supported by the AutoEntry Sync App

Sage 50 Canada Supported Versions

How to find your company's filepath in Sage 50 Canada.

Where is the Sage 50 Canada Company Filepath?

Magdalena

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