Set up AutoEntry

AutoEntry is a cloud-based application that eliminates data entry, so you never have to spend time manually entering invoices or receipts again. Create transactions directly in Accounting from scanned and photographed paper documents.

If you're new to AutoEntry, the following procedure will get you up and running in no time.

  1. Find your AutoEntry settings by selecting Settings from the menu.

    Location of the Settings menu in the application

  2. From the Connect section, select AutoEntry.

    Shows to location of AutoEntry on the Settings page

  3. Click Go to AutoEntry.

  4. Complete the form, then click Continue to create an account with AutoEntry.

  5. Enter your email address and choose a password.

  6. You'll be taken through the setup process. Click Continue to start.

  7. If you have multiple companies, choose the companies you want to use with AutoEntry.

  8. Select Continue.The companies will import into AutoEntry.

  9. When all companies are created and integrated, click Continue.

  10. Click Get Started to go to AutoEntry.

  11. You'll see your integrated companies in the AutoEntry company list. You're now ready to upload documents.

    Example of the client list in AutoEntry

To add multiple companies again, from the AutoEntry company list, select Add Company, then select the Add companies from Sage tab.

What's next?

Publish documents from AutoEntry

The AutoEntry help centre is full of great content to help you understand the service.

You can start with Uploading documents to AutoEntry.