Accounts payable automation

Can you guys please share with me any good experiences with AP Automation software? I want to hear from actual users, not sales people please. We've tried Auto Entry a little bit and had some struggles with it. And if I have to sit through one more demo with another sales person from another app/software I might scream lol. I have yet to have a demo with someone who even knows Sage at all. Sage 50 Canada is what we're running. Would love any info you can share. Thanks! 

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    Following because I want to know as well. 

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    Moving this post to the Sage 50 Canada Support Group.

    Thanks,
    Derek

  • 0 in reply to Derek Vink

    Thank you. I didn't realize I was in the wrong group.

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    Hi

    Thanks for reaching out! I've forwarded your post here onto our Sage 50 Canada sales management team who looks after both our Sage Accountant Network partners and AutoEntry customer experience. Will update you with any contacts or resources they may share.

    Warm Regards, 
    Erzsi

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    auto entry is very good once you get used to it and train it to do categorizing.  It is worth every penny.  Not only do you get invoicing auto entered but you get detailed entry completed without hassle. 

  • 0 in reply to Dewdl

    Running Sage50 Canada here too. @ DEWDL, How do you get anything done in the sales invoices inbox in Autoentry with all the errors?

    I would love this to work properly but I can barely get a page of 50 invoices to sync without any errors between sage and autoentry.

    Having to logoff the desktop sync, open the task manager to close mysql, relog sage with desktop sync, resync in autoentry, unpublish, republish... it doesn't seem to save much time.

    ie: Error: 'Thread was being aborted.' is one of the most common and why I'm lurking here today in case someone else has found a solution. There are one or two other errors that keep popping upwithout rhyme or reason..

    I'm not ranting, I'm actually looking for any insight into my issues.... perhaps I need my own thread.

    I've had ride alongs with Autoentry CS and we just go in circles... After 10 or 15 mins of relogging and resyncing and waiting and waiting... they're always extatic and happy for me when the error goes away. but the errors come back... typically the very next page of 50 invoices to post and sync. Not always! But the next 50 will get em.

  • 0 in reply to PWO Accounts

    run your desktop part of autoentry.........I was told didnt have to but you do.  Are you sync with shared sage 

  • 0 in reply to Dewdl

    We're always running the desktop service and we run multi-user except for backups at the end of the day.

    I've end up making a separate email account and user login for autoentry that made a bit of a difference but it appears there are timeout issues on Sage end when we do large batches 200+ orders.

    So as not to hijack the thread; Even with the errors we still use Autoentry for our sales invoices since we can export our orders to PDF from Shopify and it does save time vs cut and paste... at least it feels like it does once you get rolling.

    What would really put Autoentry over the top and save a ton of time would be the ability to mark the sales invoices paid from the browser client rather than having to go into sage to receive payments.

    Cheers

  • 0 in reply to PWO Accounts

    are your payments integrated also? you can set invoices once a receipt is created to have a pad stamp on them. 

  • 0 in reply to PWO Accounts

    update - I always log off of auto entry every day (or after I approve invoices- just habit).  Next time I check is when more are sent and make sure they are posted to sage (indicates on the invoice page if posted).  I have had issues with it not integrating however its like anything they all have hiccups that need to be ironed out. 

  • 0 in reply to Dewdl

    For the receipts (Bills inbox) yes, all our payment methods are integrated. Autoenty does a fine job of posting receipts by email, phone, etc.

    It would be nice if the Sales Invoices inbox had a Paid stamp like the receipts inbox before posting and syncing with Sage.

    We use the Sales Invoices inbox to syncronize our orders between Shopify and Sage since there is no good other way to do this. With ebridge app for shopify you need to be an IT tech and it's super expensive.

    We have to mark the Invoices paid manually in Sage after syncing the invoice so we're back and forth between Sage and Autoentry and Shopify a couple times to get it right.

    It's still faster than manually posting orders (barely) and it gives us a single transaction for each order that makes recording and tracking refunds, exchanges, returns, damaged shipments etc. easier than if we just posted payouts to Sage.

    If Autoentry worked without errors syncing the Sales Invoices inbox and allowed us to post the invoice paid to the correct account it would be a real game changer.

    I'm sure Autoentry is used by most to just post receipts and for that it works well and is helpful. There are other apps for this that work just as well.