AUTO ENTRY ADD ON

Does anyone have issues with Auto Entry?  I have no idea why Sage 50 affiliates them selves and promotes this Add on.  It has too many limitations.  First, the tax is based on VAT which is a one tax line.  It will not recognize PST and GST separately.  Second, you have to add every contact into your vendors even though you may only use them once....  You end up with a huge Vendor list that you don't use... KISS principal out the window.  I end up going into simply and fixing everything anyway so it is double the work.  The principal of the program is great, I just wish sage would develop this idea.  The only great thing about auto entry is that it saves the receipts for seven years.  I just might set up a drop box for my clients to use and that will be just as good.

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    Cheryl: have you raised these questions on the AutoEntry chat online? The tax codes are picked up from the software you are feeding from AutoEntry. I use tax codes for HST but set up to handle the splits and Public Service Bodies Rebates and these work perfectly. I have always entered vendors fully so I could print the cheques with full mailing information but more importantly so I can trace back to find purchases made easier through the vendor ledger. Yes, in the early stages I had to go into AutoEntry and make necessary adjustments prior to publishing over to Sage but Sage most often fed correctly. After a few times of making these adjustments AutoEntry remembers them and now I adjust only on new, rare or unusual cases. By the way AutoEntry is a Sage company and development is taking place. 

  • 0 in reply to Alwyn

    Yes I have and they have no answer. I'm very versed I  how there program works and links to sage. It is a very basic concept.  The problem is getting it to match what I do in sage.   How do you split the taxes into two??? I've tried everything and it still doesn't work? Are you using expenses or bills? The scenario where I only get the payment receipt blocks any taxes from being accepted. That is client training to get them to include both.  I prefer to use a gst and pst included tax code or gst included.  These will not work but is excellent for quick data entry in sage.  I've tried using individual lines and it still doesn't accept.  Nothing but error codes.  

  • 0 in reply to Cheryl North

    I have found that I needed to change some of my preferred ways to get AutoEntry to work, but it works and is now saving some time. While I have HST included as a tax code, I also have a regular HST tax code and for both of them the taxes are split three ways through the setup in Sage 50. I am very new to AutoEntry and at this time I only use Bills which takes care of 90% of my vendors. I do not use AutoEntry for revenues received as I am dealing with churches where it is extremely rare to produce an invoice for sales.

    I have found that the best way for me is to make the software work for me by changing my way of working. If a program works well doing something that i can change to then I make the change or I don't use the program. I am a late adopter of AutoEntry because I found that it would not work in the early stages. After six months or more of trying to get it to work I gave up. However, I followed the progression of the changes, improvements in AutoEntry and thought I would try it again. I have just added my second client and I have a few more to go. I learned very early on that automation won't do what I am wanting, I have to adapt as well. This was my life lesson.

  • 0 in reply to Alwyn

    Gst and pst are completely different than hst.  Some items are gst taxable and some items are both and some items are only pst.  Ie: tips on meals are not gst taxable, just the meals and liquor is both but at a different pst rate Of 10% instead of the normal 7%. I've been working with sage for 25 years plus. I'm completely gobsmacked that you can split hst 3 ways in sage.  There is more than likely an interpretation error in this conversation to explain our differences.  To me if the software doesn't save me time the software is not worth it. Time is money.  Churches are a completely different industry than farms, manufacturing, construction, etc... each have there own needs and government reporting requirements.