Jak korzystać z funkcji AutoEntry: Jak zakończyć ręczne wprowadzanie danych w 2026 roku?

Szybki start

W tym przewodniku omówiono wszystkie funkcje AutoEntry:

• Rozpoczęcie pracy — Utwórz konto i podłącz oprogramowanie księgowe
• Jak korzystać z łatwego wprowadzania danych — Replace manual data entry with photos, scans, and bulk uploads
• Jak korzystać ze szczegółowego pulpitu nawigacyjnego — Track every document by status so nothing stalls in the queue
• Jak korzystać z integracji oprogramowania księgowego — Connect Xero, Sage, or QuickBooks and publish straight to the ledger
• Jak korzystać z Zarządzania rachunkami — Route supplier bills through approval workflows before they hit the ledger
• Jak korzystać z automatycznego publikowania — Push categorised documents into your ledger without retyping a field
• Jak korzystać z ekstrakcji pozycji zamówienia — Capture every product row on an invoice, not just the total
• Jak korzystać z inteligentnej analizy — Let machine learning sharpen capture accuracy the more you feed it
• Jak korzystać z przetwarzania wyciągów bankowych — Turn scanned bank statements into clean, reconcilable transaction lines
• Jak korzystać z raportów wydatków — Let staff snap receipts on the mobile app and claim in seconds

Czas potrzebny: 5 minut na każdy film

Również w tym przewodniku: Profesjonalne porady | Typowe błędy | Rozwiązywanie problemów | Wycena | Alternatywy

Dlaczego warto zaufać temu przewodnikowi

I have run AutoEntry across client files for eight months and tested every feature here.

Ten samouczek powstał na podstawie rzeczywistej pracy praktycznej, a nie zrzutów ekranu od dostawców.

AutoEntry is one of the most widely used data capture tools for księgowi i księgowych.

Most people only ever use it to snap receipts.

This guide shows you how to use AutoEntry properly, feature by feature.

Instrukcja krok po kroku, ze zrzutami ekranu i profesjonalnymi wskazówkami, które oszczędzają czas.

Samouczek automatycznego wprowadzania danych

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.

Automatyczne wprowadzanie

Stop retyping invoices, receipts, and bank statements. AutoEntry captures the dane, codes it, and publishes it into Xero, Sage, or QuickBooks. Pay-as-you-go credits start at $12 per month.

WYPRÓBUJ AUTOENTRY TERAZ →

PRZECZYTAJ CAŁĄ RECENZJĘ →

ALTERNATYWY AUTOMATYCZNEGO WEJŚCIA →

Rozpoczęcie korzystania z funkcji AutoEntry

Complete this one-time setup before touching any feature.

Here is what the first weeks actually looked like for me:

Przyjrzyjmy się teraz każdemu krokowi.

Krok 1: Utwórz swoje konto

Sage owns AutoEntry, so signup runs through a standard Sage form.

Red tekst marks any field that is required.

Expect these prompts:

• Dane kontaktowe: 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 biznes 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 skrzynka odbiorcza.

A required session token keeps the form alive for thirty minutes.

✓ Punkt kontrolny: Check your inbox for the confirmation email.

Krok 2: Podłącz oprogramowanie księgowe

To set up AutoEntry, users must connect it to oprogramowanie księgowe, 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:

✓ Punkt kontrolny: 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 księgowość once you submit.

Jak korzystać z łatwego wprowadzania danych

Łatwe wprowadzanie danych lets you retire manual data entry for good.

Oto instrukcja krok po kroku, jak z niego korzystać.

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.

Oto jak to wygląda:

✓ Punkt kontrolny: 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.

Jak korzystać ze szczegółowego pulpitu nawigacyjnego AutoEntry

Szczegółowy panel shows exactly where every document sits in your workflow.

Oto instrukcja krok po kroku, jak z niego korzystać.

Krok 1: Otwórz pulpit nawigacyjny

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.

Oto jak to wygląda:

✓ Punkt kontrolny: 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.

Jak korzystać z integracji oprogramowania księgowego AutoEntry

Księgowość Software Integration gives you a seamless integration with the accounting software you already run.

Oto instrukcja krok po kroku, jak z niego korzystać.

Krok 1: Otwórz menu Integracje

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.

Oto jak to wygląda:

✓ Punkt kontrolny: 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.

How to Use AutoEntry Bills Manager

Zarządzanie rachunkami keeps supplier bills moving through approval workflows without chasing anyone.

Oto instrukcja krok po kroku, jak z niego korzystać.

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.

Oto jak to wygląda:

✓ Punkt kontrolny: 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.

How to Use AutoEntry Automated Publisher

Automatyczne publikowanie sends captured and categorised documents into your accounting software automatically.

Oto instrukcja krok po kroku, jak z niego korzystać.

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.

Oto jak to wygląda:

✓ Punkt kontrolny: The document status reads Published with a timestamp.

Step 3: Confirm the Ledger Entry

Open your accounting software and check the transaction landed.

How to Use AutoEntry Line Item Extractor

Ekstrakcja pozycji zamówienia pulls individual line items off an invoice instead of header totals only.

Oto instrukcja krok po kroku, jak z niego korzystać.

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.

✓ Punkt kontrolny: 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.

How to Use AutoEntry Smart Analyzer

Inteligentna analiza uses machine learning to improve the efficiency and accuracy of data capture processes.

Oto instrukcja krok po kroku, jak z niego korzystać.

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.

Oto jak to wygląda:

✓ Punkt kontrolny: 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.

How to Use AutoEntry Bank Statement Processor

Przetwarzanie wyciągów bankowych captures data from bank statements directly into accounting software, keeping records accurate and current.

Oto instrukcja krok po kroku, jak z niego korzystać.

Step 1: Open the Bank Statements Folder

Choose Bank Statements, then select the correct bank account.

Step 2: Upload the Scanned Pages

Do utworzenia jednej strony wyciągu bankowego w systemie AutoEntry wymagane są trzy punkty kredytowe.

Oto jak to wygląda:

✓ Punkt kontrolny: The opening and closing balances match your statement exactly.

Step 3: Check the Running Balance

Compare the closing balance against the paper statement.

Jak korzystać z raportów wydatków z funkcją automatycznego wprowadzania

Raporty wydatków lets your team submit expenses via the AutoEntry app and manage them through approval workflows.

Oto instrukcja krok po kroku, jak z niego korzystać.

Krok 1: Zaproś swój zespół

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.

Oto jak to wygląda:

✓ Punkt kontrolny: The expense shows a green Approved tag in the dashboard.

Krok 3: Zatwierdź i opublikuj

Review the claim, approve it, then publish to the ledger.

Porady i skróty AutoEntry Pro

After eight months of daily use, these are the habits that save time.

Here is my own AutoEntry setup in practice:

Skróty klawiaturowe

Ukryte funkcje, których większość ludzi nie dostrzega

• 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.

Typowe błędy, których należy unikać podczas automatycznego wprowadzania danych

Mistake #1: Burning credits on line items

Mistake #2: Publishing before the chart of accounts imports

Mistake #3: Ignoring the correction prompts

Rozwiązywanie problemów z automatycznym wprowadzaniem danych

Problem: Documents stuck on Processing

Przyczyna: Blurred photos or multi-page PDFs sent as one file.

Naprawić: Re-scan at 300 DPI and split long PDFs into separate uploads.

Problem: Signup form will not submit

Przyczyna: A hidden field is required and sits below the visible area.

Naprawić: Scroll up, clear every red label, then retry the submit button.

Problem: Published entries missing from the ledger

Przyczyna: The connection token expired after a password change.

Naprawić: Reconnect under the Connect menu and republish the affected documents.

📌 Notatka: If none of these fix your issue, contact AutoEntry support.

Czym jest AutoEntry?

Automatyczne wprowadzanie is an accounting software add-on that removes manual data entry from księgowość.

Think of it as a scanner that also knows your chart of accounts.

Obejrzyj ten krótki przegląd:

Zawiera następujące kluczowe funkcje:

• Łatwe wprowadzanie danych: Swap manual data entry for photos, scans, and drag-and-drop uploads.
• Szczegółowy panel: See every document by status so nothing stalls unnoticed in your queue.
• Integracja oprogramowania księgowego: Connect Xero, Sage, or QuickBooks once and publish straight into the ledger.
• Zarządzanie rachunkami: Route supplier bills through approval workflows before anything hits the ledger.
• Automatyczne publikowanie: Push categorised documents into your ledger without retyping a single field.
• Ekstrakcja pozycji zamówienia: Capture every product row on an invoice, not just the header total.
• Inteligentna analiza: Let machine learning sharpen capture accuracy the more you feed it.
• Przetwarzanie wyciągów bankowych: Turn scanned bank statements and credit card statements into clean transaction lines.
• Raporty wydatków: 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.

Aby zapoznać się z pełną recenzją, zobacz naszą Recenzja AutoEntry.

Cennik automatycznego wprowadzania

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.

Bezpłatny okres próbny: Yes — Sage runs a free trial with starter credits.

Gwarancja zwrotu pieniędzy: No formal guarantee; unused credits simply roll forward.

💰 Najlepszy stosunek jakości do ceny: Gold at $44/month — enough credits for steady client work without waste.

AutoEntry kontra alternatywy

How does AutoEntry compare? Here is the competitive landscape:

Szybkie typy:

• Najlepszy ogółem: Dext — deepest supplier rules if budget is not the deciding factor.
• Najlepszy budżet: AutoEntry — pay-as-you-go credits from $12/month with no seat charges.
• Najlepsze dla początkujących: Hubdoc — free with Xero and almost nothing to configure.
• Best for staff expenses: Expensify — corporate cards and reimbursement handled properly.

🎯 Alternatywy dla AutoEntry

Szukasz alternatyw dla AutoEntry? Oto najlepsze opcje:

• 🚀 Puzzle IO: Real-time accounting built for startups that want automated data flowing without a bookkeeper.
• 💰 Zręczność: The closest rival for receipt capture, with deeper supplier rules and a slicker mobile app.
• 🎨 Ksero: 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.
• 🔒 Łatwy koniec miesiąca: 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.
• 👶 Szałwia: AutoEntry’s own parent — the wider Sage business suite covers payroll, payments, and ledgers.
• 🏢 Książki Zoho: Budget-friendly accounting software with usable receipt scanning bundled into every paid tier.
• 🔧 Fala: Free accounting for very małe firmy, though document capture stays basic.
• 🌟 Ożywiać: 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.
• 🎯 Koszty: 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.

Aby zobaczyć pełną listę, zobacz naszą Alternatywy dla AutoEntry przewodnik.

⚔️ Porównanie automatycznego wprowadzania danych

Here is how AutoEntry stacks up against each competitor:

• AutoEntry vs Puzzle IO: AutoEntry wins on paper capture and Sage support; Puzzle IO wins for startup-stage real-time books.
• AutoEntry vs Dext: Dext has richer supplier rules; AutoEntry wins on pay-as-you-go pricing and Sage integration.
• AutoEntry kontra Xero: Not a fair fight — Xero is the ledger, AutoEntry is the capture layer feeding it.
• AutoEntry vs Synder: Synder owns ecommerce payment syncing; AutoEntry owns invoices, receipts, and bank statements.
• Automatyczne wprowadzanie danych a łatwe zakończenie miesiąca: Easy Month End manages the close process; AutoEntry supplies the clean data that close depends on.
• AutoEntry vs Docyt: Docyt bundles bookkeeping services; AutoEntry stays cheaper and simpler for pure data entry.
• AutoEntry kontra Sage: Sage sells the accounting software; AutoEntry is the Sage-owned capture add-on that feeds it.
• AutoEntry kontra Zoho Books: Zoho Books includes basic capture; AutoEntry handles higher volume and messier documents.
• AutoEntry vs Wave: Wave costs nothing but caps out fast; AutoEntry suits firms processing real document volume.
• AutoEntry kontra Quicken: Quicken targets households; AutoEntry targets practices billing clients for bookkeeping work.
• AutoEntry kontra Hubdoc: Hubdoc is free with Xero; AutoEntry wins on Sage, line items, and bank statement pages.
• AutoEntry kontra Expensify: Expensify leads on staff reimbursement; AutoEntry leads on supplier bills and statement capture.
• AutoEntry kontra QuickBooks: QuickBooks capture is fine for light use; AutoEntry handles bulk scanning far better.
• AutoEntry kontra FreshBooks: FreshBooks fits solo invoicing; AutoEntry fits accountants and bookkeepers running many client files.
• AutoEntry kontra NetSuite: NetSuite is an enterprise platform; AutoEntry is an affordable add-on for small and mid-sized firms.

Zacznij korzystać z funkcji AutoEntry już teraz

Nauczyłeś się, jak korzystać ze wszystkich głównych funkcji AutoEntry:

• ✅ Łatwe wprowadzanie danych
• ✅ Szczegółowy panel
• ✅ Integracja oprogramowania księgowego
• ✅ Zarządzanie rachunkami
• ✅ Automatyczne publikowanie
• ✅ Ekstrakcja pozycji zamówienia
• ✅ Inteligentna analiza
• ✅ Przetwarzanie wyciągów bankowych
• ✅ Raporty wydatków

Następny krok: Pick one feature and try it today.

Większość osób zaczyna od łatwego wprowadzania danych.

Zajmie to mniej niż pięć minut.

Często zadawane pytania

Jak działa 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.

Jak użyj Sage Automatyczne wprowadzanie?

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.

Jak długo trwa przetwarzanie AutoEntry?

Most documents return within minutes. Processing times are fast, and the more you use AutoEntry, the faster it gets as its machine learning adapts.

Jak skonfigurować funkcję AutoEntry?

Create your account, connect it to accounting software, create a company profile, then import the chart of accounts and tax codes before uploading anything.

Czy AutoEntry jest darmowe w 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.