You can easily upload files to AutoEntry directly from your computer. These include invoices, bank statements, supplier statements, and expenses.

📌TIP: You can also upload documents via Email or upload documents from your phone via the mobile app.

How to upload a document via the AutoEntry website

📎NOTE: There’s a file size limit of 199 pages per PDF file when uploading documents from your computer.

Click the Upload Document button in the top right-hand corner of your screen.
From the Upload documents window, use the drop-down menus to select the Company and Folder you need to upload documents to:
- Purchases
- Supplier Statements
- Sales
- Expenses
- Bank Statements
  📎NOTE:
  Use the Sales folder to upload sales invoices or sales credit notes
  Use the Expenses folder if you need to approve receipts before you process them as Purchases
  Use the Purchase folder if you don't need approval
Depending on the folder you select, other options will appear:
- Upload settings - Purchases, Supplier Statements, Sales, and Expenses only
- Capture line items - Sales and Purchases only
- Department - Sales and Purchases only
- Project - Bank Statements only
When relevant, select Upload Settings.

Upload settings allow you to control whether multiple pages you upload are either separate invoices or multiple pages of the same invoice.
- Auto - AutoEntry will automatically detect single and multi-page items
- Item per page - This will process pages as separate invoices
- Single Item - This will process the pages as one invoice with multiple pages
When relevant, tick the option Capture line items to extract all the lines.
- If you tick the option, this will include the details with all the line items. The charge is two credits per invoice
- If you don't tick this option, this will only extract the invoice total and tax summary. The charge is one credit per invoice
When relevant, select the Department.
When uploading Bank statements, select the Project.
Click browse to locate the files on your computer. The uploaded documents will appear at the bottom of the window.

⚠️CAUTION: Select the file carefully as once you select it, the upload begins automatically. You can't cancel an upload.
If you need to upload more files, click Add More.
As it processes, the document will show in the Activity section under the Uploaded Files tab.

You can then check its status: (Queued for processing, Processing, Ready).
Once the file is ready, you can access it from the Inbox or under the Activity > Processed Items tab.

📌TIP: You can't close the upload window while documents are still uploading.

However, you can click Browse AutoEntry at the top of the window to open another tab. You can then continue working in that tab until the upload completes.

Additional information

Upload status

After you upload files, a notification banner will inform you in the relevant inbox that we’ve received the files and are processing them.

Your Activity tab will show you all uploaded invoices for that company and the current upload status.

📎NOTE: Processing of files isn't instant. For more details on our processing times view our guide, How long does processing take?

File types

AutoEntry will accept and process the following file types:

PDF
TIFF and TIF
JPEG
.doc and .docx (Word files)
.xlsx (Excel files)

📎NOTE: Irrespective of file type, the system will reject screenshots.

Languages

Invoices and bills

AutoEntry is an English-language program. The system can extract information from invoices in a foreign language if the layout is clear. However, AutoEntry can't guarantee how accurate the extraction will be.

📎NOTE: There’s no refund for rejected items in a foreign language.

Bank and credit statements

With bank and credit card statements, AutoEntry extracts the figures and text from the documents, so language is less of a concern. However, AutoEntry can’t verify or check spellings in descriptions. With a foreign language, this may be more apparent.

📎NOTE: AutoEntry will reject any documents in Arabic or Chinese/Japanese style fonts (or similar).

Processing cost

The 'AutoEntry credit' charge for processing a document depends on the type of document you're uploading.

The monetary cost per document also depends on your subscription level.

Upload in the wrong folder

If you uploaded documents to the wrong folder, you can access the relevant Inbox and move the documents to the correct folder.

For example, if you uploaded your receipts in the Expenses folder instead of the Purchase folder or the other way round.

Upload documents to AutoEntry