Set up AutoEntry

AutoEntry is an optional and chargable integration with Sage 50 Accounts. Here's how to set it up.

Create a company

If you haven't done so already, the first stage is to set up a company or client company.

Add users and permissions

Set up who you want to access AutoEntry.

Integrate with Sage 50 Accounts

To get the most from AutoEntry, integrate your Sage 50 Accounts program to automate invoices and bills.

Company Settings

There are some additional settings you can use, and some features of AutoEntry.

1. On the AutoEntry homepage, click Company Settings.
2. Select Accounting Settings.
3. If relevant, select the Not Registered for VAT check box.
4. Select Default VAT codes for purchases and sales, and default due dates.
5. If you have staff snapping expenses, we recommend you enable Require Expense Categories.

Next steps

You're now ready to start using AutoEntry, including uploading documents.

You can find further help and information from our dedicated AutoEntry Help Centre.

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