AutoEntry by Sage

How to start using AutoEntry as a Sage for Accountants user.

Get started with AutoEntry in Sage for Accountants

How to access your AutoEntry for practice use from within Sage for Accountants.

Access your practice AutoEntry company  from Sage for Accountants

How to connect or reconnect AutoEntry to your Sage for Accountant client. Once connected you can launch AutoEntry the client's profile.

Activate AutoEntry for a client in Sage for Accountants

How to launch your client's AutoEntry from within Sage for Accountants (SFA).

Launch your client's AutoEntry company  from Sage for Accountants

How to disconnect a client from AutoEntry from within Sage for Accountants.

Disconnect a client from AutoEntry - Sage for Accountants

Frequently asked questions about Sage for Accountants and AutoEntry integration.

AutoEntry and Sage for Accountants - FAQ

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

Use AutoEntry via Sage for Accountants

How to create new users if you use AutoEntry via Sage for Accountants.

Access to AutoEntry - Sage for Accountants integrations

How to give users access to AutoEntry through Sage for Accountants.

Manage access to AutoEntry via Sage for Accountants

How to create a custom role to assign to a user for AutoEntry in Client Management within Sage for Accountants.

Create a custom AutoEntry role for Sage for Accountant users

How to be able to log in to the Sync App as a third-party user.

Allow third-party users access to use the Sync App

You can see this error when trying to invite a user to your account in AutoEntry

ERROR: 'Error! You cannot invite this user to your account'

How to resolve this error accessing AutoEntry from Sage for Accountants.

Error: You cannot access this page

Manage users via SFA

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Try using different keywords or checking for typos.

Try selecting a different update date range.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.