The Activity page gives you full visibility of all documents users have uploaded to and been processed in AutoEntry. This includes all the companies set up on your account. It also shows the movements and activity of these documents after processing. For example, which user has edited, moved, published, downloaded, rejected, etc. a document.

Uploaded files generally appear in the activity within about a minute after the upload completes.

📎NOTE: This may take a little longer for emailed files, depending on the format of the email.

📎NOTE: Once a file has been uploaded, you can't remove it from the Activity list.

To access the Activity page, click Activity in the left-hand side of your screen after logging in.

You then have the following tabs on this page:

Uploaded Files

This shows all the files users have uploaded to AutoEntry.

From the search menu across the top, using the drop-down menus, select the folder, for example Sales, the company, and if necessary, a date range.

📌TIP: You can also filter by User activity and the document's current status if you know it.

You can also use the standard search box to the far right to search for a specific file name.

Processed Items

This shows all uploaded items that have been processed in a company's specific folder, for example, Purchases.

From the search menu across the top, using the drop-down menus, select the folder, for example Sales, the company, and if necessary, a date range.

Processed items or files are initially sorted by the most recent activity on the files. The invoices/items can be sorted by the column headings if required by clicking on the column heading.

📌TIP: You can also filter by User activity and the document's current status if you know it.

You can also use the standard search box to the far right to search for a specific file name.

The Processed Items page shows:

View Icon - You can click this button/blue eye icon to the left to view the invoice and extracted data
Doc ID - a unique identifier number that AutoEntry applies to each uploaded invoice
User - Who last updated the item/file
Last Action - Shows as either
- Approve
- Edit
- Archive
- Release
- Move
Date - Time and date of the last action
Status - Where the invoice/item is now
Details - Brief details of the invoice or a reason if the invoice was rejected
Source File - Link to download the file image

📎NOTE: AutoEntry also has an Activity tab within each folder.