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Submitting Documents for Processing and Extraction from File Management
Submitting Documents for Processing and Extraction from File Management

How to submit your uploaded files for processing from File Management.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Once documents have been uploaded to File Management, they appear in the Root Folder or the separate folder they were directly uploaded to.

First, to submit those files for processing, ensure that the File Type has been set. This option tells AutoEntry what type of file the document is and which folder to process that document through (Purchases, Sales, Bank Statements etc). it can be selected per invoice if not set at the upload stage.

As soon as the file type is set, the Submit button appears to the right.

Clicking on Submit will show a confirmation window where Line Item Extraction can be selected for that file if required.

Regular processing times apply once these documents are submitted, and they will be added to the Activity page of the company’s main respective folder for the selected file type, where the processing progress can be followed. Once processed, these documents will automatically move to that folder's Inbox as normal.

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