Snelstart
Deze handleiding behandelt alle AutoEntry-functies:
- Aan de slag — Maak uw account aan en koppel uw boekhoudsoftware
- Hoe gebruik je Easy Data Entry? — Replace manual data entry with photos, scans, and bulk uploads
- Hoe gebruik je het gedetailleerde dashboard? — Track every document by status so nothing stalls in the queue
- Hoe gebruik je de integratie van boekhoudsoftware? — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
- Hoe u factuurbeheer kunt gebruiken — Route supplier bills through approval workflows before they hit the ledger
- Hoe gebruik je geautomatiseerd publiceren? — Push categorised documents into your ledger without retyping a field
- Hoe gebruik je het extraheren van regelitems? — Capture every product row on an invoice, not just the total
- Hoe gebruik je slimme analyse? — Let machine learning sharpen capture accuracy the more you feed it
- Hoe bankafschriftverwerking te gebruiken — Turn scanned bank statements into clean, reconcilable transaction lines
- Hoe gebruik je onkostennota's? — Let staff snap receipts on the mobile app and claim in seconds
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
I have run AutoEntry across client files for eight months and tested every feature here.
Deze handleiding is gebaseerd op praktijkervaring, niet op screenshots van de leverancier.
AutoEntry is one of the most widely used data capture tools for accountants en boekhouders.
Most people only ever use it to snap receipts.
This guide shows you how to use AutoEntry properly, feature by feature.
Stap voor stap, met screenshots en professionele tips die je tijd besparen.
Handleiding voor automatische invoer
This How to Use AutoEntry tutorial walks through every feature, from first login to advanced supplier rules.
You will see exactly how AutoEntry works on real client documents.
AutoEntry
Stop retyping invoices, receipts, and bank statements. AutoEntry captures the gegevens, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.
Aan de slag met AutoEntry
Complete this one-time setup before touching any feature.
Here is what the first weeks actually looked like for me:
Laten we nu elke stap eens doornemen.
Stap 1: Maak uw account aan
Sage owns AutoEntry, so signup runs through a standard Sage form.
Red tekst marks any field that is required.
Expect these prompts:
- Contactgegevens: a valid email address, salutation, job title, and company name.
- Company address: valid phone number, address line one, city, state, and zip or postal code.
- Reachability: for text updates add a valid phone number, enter your mobile phone as well.
- Sizing questions: your required annual revenue band and required number of client files.
- Sage history: a required existing Sage customer toggle plus your required account number.
Every required bedrijf phone entry needs the country dialing code.
Validation labels appear for required job title, required company, and required country.
You will also see required city, required state, and required zip warnings.
Pick your sector before you continue — industry choice changes the onboarding path you get.
Choose Sage business partner if you resell Sage products to clients.
One checkbox asks you to confirm that the email provided is my professional email address.
Use a professional email address here, not a personal inbox.
A required session token keeps the form alive for thirty minutes.
✓ Controlepunt: Check your inbox for the confirmation email.
Stap 2: Koppel uw boekhoudsoftware
To set up AutoEntry, users must connect it to boekhoudsoftware, create a company profile, and import the chart of accounts and tax codes.
Install the mobile app now too, so staff can snap receipts immediately.
Here is what the finished setup gives you:
✓ Controlepunt: Your company profile lists a connected provider and imported tax codes.
Step 3: Set Your Contact Preferences
The last screen asks you to indicate whether you agree to be contacted.
Box one covers being contacted with marketing communications from Sage including by electronic communications.
Tick the next box to receive promotional communications about Sage products.
A third option lets you receive SMS communications and Sage marketing emails.
Opt in to receive SMS messages to learn about releases and webinars.
Sage can then send you Sage marketing content and event invitations.
You can also choose to receive marketing content from Sage on a monthly cadence.
Tick the consent box to continue; mobile phone alerts begin after that.
The consent notice reads please accept to continue before the button unlocks.
As part of B2B marketing, your data will be added to our database.
Sage stores that personal data under GDPR rules, and the contact details you have provided stay encrypted.
Expect a call back from a Sage representative within two working days.
You can unsubscribe from our communications at any time; unsubscribe links sit in every footer.
Sage also hands over a free guide to automated boekhouding once you submit.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
Hoe gebruik je Easy Data Entry?
Eenvoudige gegevensinvoer lets you retire manual data entry for good.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open the Documents Tab
Log in and click Documents in the left sidebar.
You can photograph, scan, or upload documents to AutoEntry from here.
Step 2: Upload Your First Batch
Drag a stack of invoices into the drop zone.
Zo ziet het eruit:
✓ Controlepunt: Each file shows a Processing badge that flips to Ready.
Step 3: Review the Captured Fields
Check the supplier name, date, net, and tax totals.
✅ Resultaat: Your first batch of automated data capture is done in minutes.
💡 Pro-tip: Batch scanning through the desktop app beats uploading files one by one.
Hoe gebruik je het gedetailleerde dashboard van AutoEntry?
Gedetailleerd dashboard shows exactly where every document sits in your workflow.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open het dashboard
Click the company name to load its dashboard view.
Step 2: Filter by Status
Use the Inbox, Ready, and Published tabs to sort your data.
Zo ziet het eruit:
✓ Controlepunt: The counter above each tab matches your document totals.
Step 3: Set a Date Range
Narrow the view to the month you are currently reconciling.
✅ Resultaat: You can spot stuck documents before a client ever asks.
💡 Pro-tip: Bookmark the Ready tab — it becomes your daily publishing checklist.
Hoe u de AutoEntry-boekhoudsoftware-integratie kunt gebruiken
boekhouding Software Integration gives you a seamless integration with the accounting software you already run.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open het menu Integraties.
Log into your accounting software first.
Users can log into accounting software and find AutoEntry settings under the Connect or Settings menu.
Step 2: Authorise the Connection
Pick your provider and approve the permission prompt.
Zo ziet het eruit:
✓ Controlepunt: The provider logo turns green with a Connected label.
Step 3: Import Your Chart of Accounts
Pull in the chart of accounts and tax codes before publishing anything.
✅ Resultaat: AutoEntry integrates with accounting software like Xero, Sage, and QuickBooks in one place.
💡 Pro-tip: Re-sync the chart of accounts whenever you add new nominal codes.
How to Use AutoEntry Bills Manager
Factuurbeheer keeps supplier bills moving through approval workflows without chasing anyone.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open the Purchases Folder
Select Purchases, then choose the supplier you are working on.
Step 2: Assign Codes and Approvers
Users can assign VAT codes and default accounts for automatic application in AutoEntry.
Zo ziet het eruit:
✓ Controlepunt: The bill moves into the Awaiting Approval column.
Step 3: Send the Bill for Approval
Click Request Approval and pick the approver from the dropdown.
✅ Resultaat: Supplier bills now clear approval without a single chasing email.
💡 Pro-tip: Set default accounts per supplier — AutoEntry reuses them automatically next month.
How to Use AutoEntry Automated Publisher
Geautomatiseerd publiceren sends captured and categorised documents into your accounting software automatically.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Categorise One Document
Set the account, tax code, and description once.
Step 2: Turn On Auto-Publish
Flip the Auto-Publish toggle inside that supplier’s settings.
Zo ziet het eruit:
✓ Controlepunt: The document status reads Published with a timestamp.
Step 3: Confirm the Ledger Entry
Open your accounting software and check the transaction landed.
✅ Resultaat: Nadat een document is gecategoriseerd, onthoudt AutoEntry de instellingen voor toekomstige transacties met die leverancier.
💡 Pro-tip: Leave auto-publish off for new suppliers until two invoices capture cleanly.
How to Use AutoEntry Line Item Extractor
Extractie van regelitems pulls individual line items off an invoice instead of header totals only.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Switch the Capture Mode
Open supplier settings and turn on Line Item Capture.
Step 2: Upload a Detailed Invoice
Two credits are required for an invoice or receipt with line items to be captured in AutoEntry.
✓ Controlepunt: Every product row appears as its own editable line.
Step 3: Map Rows to Nominal Codes
Assign each row a code so stock and services split correctly.
✅ Resultaat: Your ledger now carries item-level detail for real cost analysis.
💡 Pro-tip: Only switch on line items for suppliers where the breakdown genuinely matters.
How to Use AutoEntry Smart Analyzer
Slimme analyse uses machine learning to improve the efficiency and accuracy of data capture processes.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Correct One Mis-Read Field
Click the wrong value and type the right one.
Step 2: Save the Supplier Rule
Tick Remember this setting before you close the document.
Zo ziet het eruit:
✓ Controlepunt: The corrected field pre-fills correctly on the new document.
Step 3: Upload the Next Invoice
Send in another invoice from the same supplier to test it.
✅ Resultaat: Processing times in AutoEntry are fast, and the more it is used, the faster it gets.
💡 Pro-tip: Fix errors on the spot — every correction trains your own capture model.
How to Use AutoEntry Bank Statement Processor
Bankafschriftverwerking captures data from bank statements directly into accounting software, keeping records accurate and current.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Open the Bank Statements Folder
Choose Bank Statements, then select the correct bank account.
Step 2: Upload the Scanned Pages
Voor één pagina met bankafschriften in AutoEntry zijn drie credits nodig.
Zo ziet het eruit:
✓ Controlepunt: The opening and closing balances match your statement exactly.
Step 3: Check the Running Balance
Compare the closing balance against the paper statement.
✅ Resultaat: Credit card statements and bank statements land as reconcilable lines, not typing work.
💡 Pro-tip: Upload statements in date order so the running balance check actually works.
Hoe gebruik je automatische onkostenrapporten?
Onkostennota's lets your team submit expenses via the AutoEntry app and manage them through approval workflows.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Nodig je team uit
Add each user under Settings, then Users, then Invite.
Step 2: Snap a Receipt
The mobile app allows users to snap receipts and invoices on-the-go.
Zo ziet het eruit:
✓ Controlepunt: The expense shows a green Approved tag in the dashboard.
Stap 3: Goedkeuren en publiceren
Review the claim, approve it, then publish to the ledger.
✅ Resultaat: Staff claims arrive coded and approved without a spreadsheet in sight.
💡 Pro-tip: Ask staff to snap receipts at the till — paper fades within weeks.
AutoEntry Pro-tips en sneltoetsen
After eight months of daily use, these are the habits that save time.
Here is my own AutoEntry setup in practice:
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Save and open next document | Ctrl + Enter |
| Move between capture fields | Tab |
| Zoom the scanned image | Ctrl + Scroll |
| Delete the current document | Ctrl + Delete |
Verborgen functies die de meeste mensen over het hoofd zien
- Supplier memory: code a supplier once and AutoEntry reuses those settings forever.
- Email-in address: forward supplier invoices straight into the folder, skipping uploads entirely.
- Cloud archive: all AutoEntry documents are securely stored in the cloud for future reference and auditing.
Veelvoorkomende fouten bij AutoEntry die u moet vermijden
Mistake #1: Burning credits on line items
❌ Fout: Turning on line item capture for every single supplier by default.
✅ Rechts: One credit covers a simple invoice; two credits are spent when line items are captured.
Mistake #2: Publishing before the chart of accounts imports
❌ Fout: Uploading a month of documents before connecting your accounting software.
✅ Rechts: Import accounts and tax codes first, then send in your first batch.
Mistake #3: Ignoring the correction prompts
❌ Fout: Fixing mis-read fields in the ledger afterwards instead of inside AutoEntry.
✅ Rechts: Correct it in AutoEntry so the machine learning stops repeating that error.
Probleemoplossing voor AutoEntry
Problem: Documents stuck on Processing
Oorzaak: Blurred photos or multi-page PDFs sent as one file.
Repareren: Re-scan at 300 DPI and split long PDFs into separate uploads.
Problem: Signup form will not submit
Oorzaak: A hidden field is required and sits below the visible area.
Repareren: Scroll up, clear every red label, then retry the submit button.
Problem: Published entries missing from the ledger
Oorzaak: The connection token expired after a password change.
Repareren: Reconnect under the Connect menu and republish the affected documents.
📌 Opmerking: If none of these fix your issue, contact AutoEntry support.
Wat is AutoEntry?
AutoEntry is an accounting software add-on that removes manual data entry from boekhouding.
Think of it as a scanner that also knows your chart of accounts.
Bekijk dit korte overzicht:
Het omvat de volgende belangrijke kenmerken:
- Eenvoudige gegevensinvoer: Swap manual data entry for photos, scans, and drag-and-drop uploads.
- Gedetailleerd dashboard: See every document by status so nothing stalls unnoticed in your queue.
- Integratie van boekhoudsoftware: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
- Factuurbeheer: Route supplier bills through approval workflows before anything hits the ledger.
- Geautomatiseerd publiceren: Push categorised documents into your ledger without retyping a single field.
- Extractie van regelitems: Capture every product row on an invoice, not just the header total.
- Slimme analyse: Let machine learning sharpen capture accuracy the more you feed it.
- Verwerking van bankafschriften: Turn scanned bank statements and credit card statements into clean transaction lines.
- Declaraties: Let staff snap receipts on the mobile app and claim in seconds.
AutoEntry captures data from invoices, receipts, and bank statements, then stores everything securely under GDPR rules.
It helps accountants, bookkeepers, and finance teams save time by cutting manual data entry tasks.
That frees up hours for high-value advisory work instead of typing.
Voor een volledige recensie, zie onze AutoEntry review.
AutoEntry-prijzen
AutoEntry offers flexible pricing with a pay-as-you-go model built on credits.
One credit in AutoEntry is used for a single invoice, bill, or receipt.
| Plan | Prijs | Het beste voor |
|---|---|---|
| Bronzen | $12/maand | Solo bookkeepers testing automated data capture |
| Zilver | $23/maand | Small practices with a handful of client files |
| Goud | $44/maand | Growing firms processing steady monthly volume |
| Platina | $98/maand | Busy practices handling many bank statements |
| Diamant | $285/maand | High-volume accountants and bookkeepers |
| Saffier | $450/maand | Large firms running bulk client processing |
Gratis proefperiode: Yes — Sage runs a free trial with starter credits.
Geld-terug-garantie: No formal guarantee; unused credits simply roll forward.
💰 Beste prijs-kwaliteitverhouding: Gold at $44/month — enough credits for steady client work without waste.
AutoEntry versus alternatieven
How does AutoEntry compare? Here is the competitive landscape:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| AutoEntry | Sage-native capture | $12/maand | ⭐ 4.0 |
| Dext | Supplier rule depth | $30/maand | ⭐ 4.4 |
| Hubdoc | Xero-gebruikers | Gratis bij Xero | ⭐ 4.2 |
| Docyt | Boekhouding automatisering | $50/maand | ⭐ 4.3 |
| Onkosten maken | Declaraties van personeel | $5 per gebruiker per maand | ⭐ 4.4 |
| Zoho Boeken | Budget accounting | $15/maand | ⭐ 4.4 |
| QuickBooks | Alles-in-één boeken | $38/maand | ⭐ 4.4 |
| Xero | Full ledger | $20/maand | ⭐ 4.3 |
Snelle keuzes:
- Beste overall: Dext — deepest supplier rules if budget is not the deciding factor.
- Beste budget: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
- Het meest geschikt voor beginners: Hubdoc — free with Xero and almost nothing to configure.
- Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.
🎯 Alternatieven voor automatische toegang
Zoekt u alternatieven voor AutoEntry? Hier zijn de beste opties:
- 🚀 Puzzel IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
- 💰 Dext: The closest rival for receipt capture, with deeper supplier rules and a slicker mobile app.
- 🎨 Xero: Full accounting software rather than a capture tool, with its own built-in document inbox.
- ⚡ Synder: Best when ecommerce and payment platform syncing matters more than paper document capture.
- 🔒 Gemakkelijke maandafsluiting: Focused purely on close checklists, so it complements capture tools rather than replacing them.
- 🧠 Docyt: Adds bookkeeping automation and reporting on top of data entry, aimed at multi-location firms.
- 👶 Verstandig: AutoEntry’s own parent — the wider Sage business suite covers payroll, payments, and ledgers.
- 🏢 Zoho-boeken: Budget-friendly accounting software with usable receipt scanning bundled into every paid tier.
- 🔧 Golf: Free accounting for very kleine bedrijven, though document capture stays basic.
- 🌟 Versnellen: Personal and rental-property finance rather than a tool for accountants and bookkeepers.
- ⭐ Hubdoc: Included free with Xero plans, which makes it hard to beat on price for Xero users.
- 🎯 Onkosten declareren: Strongest on employee expense reports, corporate cards, and reimbursement, weaker on supplier bills.
- 💼 QuickBooks: Ships its own receipt capture, so many firms start there before adding AutoEntry.
- 📊 FreshBooks: Invoicing-first accounting software for freelancers, with light expense capture attached.
- 🔥 NetSuite: Enterprise ERP for large finance teams that need far more than document capture.
Voor de volledige lijst, zie onze Alternatieven voor AutoEntry gids.
⚔️ AutoEntry vergeleken
Here is how AutoEntry stacks up against each competitor:
- AutoEntry versus Puzzle IO: AutoEntry wins on paper capture and Sage support; Puzzle IO wins for startup-stage real-time books.
- AutoEntry versus Dext: Dext has richer supplier rules; AutoEntry wins on pay-as-you-go pricing and Sage integration.
- AutoEntry versus Xero: Not a fair fight — Xero is the ledger, AutoEntry is the capture layer feeding it.
- AutoEntry versus Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
- Automatische invoer versus eenvoudige maandafsluiting: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
- AutoEntry versus Docyt: Docyt bundles bookkeeping services; AutoEntry stays cheaper and simpler for pure data entry.
- AutoEntry versus Sage: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
- AutoEntry versus Zoho Books: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
- AutoEntry versus Wave: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
- AutoEntry versus Quicken: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
- AutoEntry versus Hubdoc: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
- AutoEntry versus Expensify: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
- AutoEntry versus QuickBooks: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
- AutoEntry versus FreshBooks: FreshBooks fits solo invoicing; AutoEntry fits accountants and bookkeepers running many client files.
- AutoEntry versus NetSuite: NetSuite is an enterprise platform; AutoEntry is an affordable add-on for small and mid-sized firms.
Begin nu met het gebruiken van AutoEntry.
Je hebt geleerd hoe je alle belangrijke AutoEntry-functies kunt gebruiken:
- ✅ Eenvoudige gegevensinvoer
- ✅ Gedetailleerd dashboard
- ✅ Integratie met boekhoudsoftware
- ✅ Factuurbeheer
- ✅ Geautomatiseerd publiceren
- ✅ Extractie van regelitems
- ✅ Slimme analyse
- ✅ Verwerking van bankafschriften
- ✅ Onkostennota's
Volgende stap: Pick one feature and try it today.
De meeste mensen beginnen met Easy Data Entry.
Het duurt minder dan vijf minuten.
Veelgestelde vragen
Hoe werkt AutoEntry?
You photograph, scan, or upload documents. AutoEntry reads the data, you categorise it once, then publish it into your accounting software. It remembers those settings next time.
Hoe gebruik Sage Automatische invoer?
Connect AutoEntry to Sage under the Connect menu, import your chart of accounts and tax codes, upload documents, review the captured fields, then publish them.
Hoe lang duurt het voordat AutoEntry verwerkt is?
Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.
Hoe stel ik AutoEntry in?
Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.
Is AutoEntry gratis bij Sage?
No. AutoEntry is a paid Sage add-on starting at $12 per month for the Bronze credit bundle, though Sage runs free trials for new users.
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