AutoEntry

"Convenient, accurate and time saving"

Fördelar: We have been using Auto Entry as a firm for a couple of months and we’re really impressed at how much time it can save, level of accuracy and convenience. As a medium sized accountancy firm we are always looking at options to save labour hours inputting data and so far it is a good inexpensive solution. Purchase invoices are easy to process, we mostly upload all the invoices we want to process as one PDF and leave Auto Entry to process them, but there are options to process multi-page PDFs and more detailed breakdown. It will read the Date, Supplier name, and amounts, net of VAT and gross including it. When Auto Entry and QuickBooks are linked up, all the Suppliers, Customers and the Chart of Accounts are linked, to the supplier account and relevant nominal can be selected from a drop down, which Auto Entry remembers going forward. You can ‘’Approve’’ invoices that are ready to import and sync up with QuickBooks.
Sales work very similar to Purchases. Bank statements are processed quickly and are usually accurate, saving us many hours that our staff would have to spend manually summarising. The files at the end can then be either downloaded as an excel file or imported into QuickBooks. In terms of chargeable time it is inexpensive, freeing up time to work on other tasks. When we first tried out Auto Entry, there is a chat box and the bottom right that lets you know what advisors are active at that time. They were very helpful at the start when navigating it. - On behalf of Jerroms

Nackdelar: Occasionally a figure may be incorrect when converting bank statements, however this is very rare. Sometimes a duplicate items on an invoice may occur when processing purchase or sales invoices, Again quite rare.

"Change how you deal with clients and your own accounts"

Kommentarer: Cut down on time spent on repetitive and labourious tasks to free up staff to work on higer paid tasks such as accounts preparation instead of record-keeping

Fördelar: Easy to use
New users are enthusiastic about the package
Inexperienced users can make progress on data entry
the package skims documents to pick up dates and amounts but also picks up on invoices where the invoice is entered twice and points out duplicates
At the end of the accounts process everyone can log in and view an image of the actual invoice uploaded thereby cutting down on verbal explanations and long conversations and misunderstandings

Nackdelar: Possibly too easy to use
Users sometimes click an invoice as paid which causes complications later

"Fantastic program"

Kommentarer: Large volumes of Sales and Purchase invoices are mainly what Autoentry is used for, by educating our clients to scan invoices over in batches, the upload to autoentry is so much easier than wading through mountains of paperwork, and autoentry notifies you of any duplications.

Fördelar: The more you use it the more it remembers ! Consistency of allocation to nominals being a key factor, plus the attachment being within sage reduces the amount of paper and ink and space used with conventional filing.

Nackdelar: On occasion some items have not been transferred into sage, but the easy fix is to unpublish and republish which is a 2 click fix.

"Still having issues with the App"

Kommentarer: There is an issue with load receipts via the App. There’s are never processed on the app even if they have been which means you have a screen full of processing receipts / invoices. All customer support can suggest is to delete and reinstall the app. It’s been on going for months.

Fördelar: Quick and easy to upload receipts and invoices.

Nackdelar: No customer support. No help at all If you have an problem

"I use it daily... I couldnt be without it"

Kommentarer: I love it I actually hadn't realised how much I needed something like AutoEntry.

Fördelar: I love that it tells me where there are gaps in my data. It means I don't have to sift through bank statements to look for missing data. It is quick too. Customer services have been amazing and the training is exceptional.

Nackdelar: I hadn't realised I would use it so much and it would cost as much as it does. It is still really reasonable in the grand scheme of things.