Activate AccountsPrep

How to enable and get started with AccountsPrep in Client Management.

When you sign up to AccountsPrep from Sage for Accountant, you can also use your credits allowance to upload and digitise documents via AutoEntry. 

For all features to work fully, you need to subscribe to AccountsPrep and add AutoEntry from the Products list.

Sign up to AccountsPrep

1. Open Client Management.
2. Select the required client from the Client and prospects list.
3. Click Products.
4. On the right-hand side, select Manage subscriptions.
5. Scroll down to Outsourced Bookkeeping & Accounts.
6. Choose Select subscription.
7. Click Continue with subscription changes.
8. Click Confirm.

 

Connect AutoEntry

1. Open Client Management.
2. Select the required client from the Client and prospects list.
3. Click Products.
4. Go to the Available to connect section.
5. Click Connect from the AutoEntry panel.

 

Access

Once you've activated the subscription and connected to AutoEntry, you can access both AccountsPrep and AutoEntry from your client's profile. You can then navigate between the two workspaces.

 

Using AccountsPrep

For more information, refer to our guide on Using AccountsPrep via Sage for Accountants in the AccountsPrep Help Centre.

 

Credit usage

You can review your credit usage from your Sage invoice breakdown.