AutoEntry Help Center
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Go to AutoEntry by Sage
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Your AutoEntry Account
Your AutoEntry Account

All the information on your account. Covering Signing-Up, Credits, Usage, Users, Subscriptions and Security

Tara Broderick avatarCiara McDaniel avatarBrian Carolan avatar
By Tara and 6 others7 authors33 articles

Logging In


How to Reset Your Password
Single sign-on with Sage ID

Users


Can I Transfer my Credits to Another AutoEntry Account?
Adding Users and Setting Permissions
How to Remove a User
User Permission Templates
AutoEntry Partner Program
Why can't I change the name/email address on my account?
Outlook Auto-Forwarding Issue

Account Settings


Subscription and Billing
User Profile and Password Change
Account Settings Page
Payment History and your Invoice from AutoEntry
Credit Usage Report
Can AutoEntry invoices be sent to a different email address?
Why Can't I Change My Subscription?
How to Cancel your Subscription
How to Change/Renew your Subscription
Pausing Your Subscription
How to Check Your Available Credits
How to Activate a Fixed Price Company
How to Deactivate a Fixed Price Subscription

Data Security and Storage


2-Step Authentication
What sort of security is in place
Credit Card Security
GDPR Compliance
2-Step Authentication Required
Using 2FA Security for Sync App Users
Frequently Asked GDPR Questions
E-Mail Upload Security
How Long are Documents Stored for on AutoEntry?

Change Billing User


Change Billing User - Submitting a Request
Change Billing User - Approving a Request
AutoEntry Help Center