AutoEntry won’t process any file type. Make sure you upload documents in the correct format and layout. It must also contain the minimum information necessary to create an invoice, supplier statement or bank statement.
If the file format doesn't comply with the requirements, the system will reject it.
Acceptable file types
AutoEntry will accept and process the following file types:
PDF
TIFF or TIF
JPEG
.doc or .docx (Word files)
.xlsx (Excel files)
📎NOTE: The processing time can be a little longer than the average (1-2 hours) for Word (.doc, .docx) and Excel (.xlsx.) file formats.
Rejected file types
PNG
.ZIP
RAR
File Folders
Password Protected .PDFs
Data Requirement
Irrespective of file type, the system will reject files that don't contain the information necessary to process into the relevant document in AutoEntry.
Minimum required
Transaction date
Total amount
Optional
Supplier name
Invoice number
Net and VAT amounts
When line items apply
Description
Unit price (optional)
Quantity (optional)
Line items VAT
Line items Net amount (with currency)
📎NOTE: When you’re uploading an Excel file, only include one invoice per Excel file.
Layout
Information within the document must follow the appropriate layout typically used for invoices, supplier statements or bank statements.