Set up AutoEntry in Partner Edition

This is step 7 of 7 to set up your practice.

AutoEntry is an app that integrates with Accounting to capture, categorize and publish your financial documents.

On this page learn how to:

  • Set up AutoEntry in Partner Edition
  • Access AutoEntry help site
  • Set client access

Features and benefits

  • Reduce manual data entry.

  • Spend less time inputting invoices and receipts by hand.

  • Create transactions directly into SBC Accounting from scanned and photographed invoices, receipts or documents.

Set up

  1. Within Partner Edition, from the client list, select a client.
  2. From the client sidebar, select AutoEntry.

  3. Complete the form, then select Continue to create an account with AutoEntry.

  4. Enter your email address and choose a password.

  5. You'll be taken through the setup process. Select Continue to start.

  6. Choose the clients you want to use with AutoEntry.

  7. Select Continue. The clients will import into AutoEntry.

  8. When all companies are created and integrated, select Continue.

  9. Select Get Started to go to AutoEntry.

  10. You'll see your integrated companies in the AutoEntry company list. You're now ready to upload documents to AutoEntry (opens in a new window or tab)

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

Set client access

If you don't want your client to have access to AutoEntry, see Integrating to Sage Accounting Partner Edition (opens in a new window or tab)