The All Activity link can be found to the top right of the page, at all times, beside your user menu:

Under the All Activity link you have full visibility of all files (purchases, sales and statements) that have been uploaded and processed by AutoEntry across all the companies set up on your account. It also shows the movements and activity of these documents after processing (edited, moved, published, downloaded, rejected etc.) and the user who under took these actions.

If you have uploaded a file and want to check on it's progress or if you're not sure if an upload was successful or not (due to internet signal dropping etc) there are several ways to search for it. Uploaded files generally appear in the activity within about a minute after the upload completed.

To see all files uploaded to a particular folder for a particular company click on All Activity then:

  • First select the Uploaded Files tab to the left of the page:
  • From the search menu across the top, using the drop-down menus: select the folder (Purchases/Sales/Statements), then the company and if needs be a date range. In this image we've selected Purchases from a dummy company called 'XD Associates' uploaded between the 3rd and 4th of April:
  • You can even filter by User activity and current status of the document if you know it (all status' are shown by default).
  • All files are shown in date order by default. Clicking on any of the headings with sort the listing by that heading if desired too.

You can also use the standard search box to the far right to search for a specific file name. For example, if you know the original name for the uploaded file but can't find a specific invoice from that file, you can use the original file name to confirm the file was uploaded.

Across the page you'll see the details for each upload:

Once a file has processed it will remain in the Uploaded activity. It is part of the audit trail of the document through AutoEntry and therefore cannot or need not be deleted. Once processed you can view the activity of a document under the Processed Items tab.

If a file is recognised as a duplicate file it can be manually sent for processing here

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