Once you click into a company within AutoEntry, you will see up to 5 document folders - Purchases, Supplier Statements, Sales, Expenses and Bank Statements - depending on the permissions given to you.
Here's a quick overview on uploading documents to AutoEntry:
To upload files from your PC simply click on the “+ Upload” button above the relevant folder:
When the upload window pops up you can select which folder you want to upload to by using the tabs across the top (Purchases/Supplier Statements/Sales/Bank Statements).
At the top of the window you'll see your bespoke email address again that you can email files (Not available for Bank Statements) directly to AutoEntry.
On the left you can choose the type of contents in the file:
- Auto - AutoEntry will automatically split the file into separate pages and examine each one to check for single or multi-page invoices.
- Item per Page - AutoEntry will simply split the file into individual pages for processing. It will not undertake any checking for multi page invoice.
- Single Item - For large multi page invoices where there is only one invoice in the file, again, AutoEntry will not check for any other invoices and simply process the file as one item.
*The Item per Page and Single Item options will speed up the processing of your files a bit but please be aware, AutoEntry does not undertake the splitting and matching process as with the Auto function.
Line Item Capture for the files you are about to upload can be selected here too.
If you are using tracking categories (locations/classes/cost centers), these can also be assigned to all the invoices being uploaded. The tracking categories can be amended per invoice if required once processing has completed.
You can then simply drag and drop the files into the box or navigate to the files you wish to upload. Once selected, the progress of each file is displayed to the right:
While your files are uploading you cannot close this window however, rather than waiting for all the files to complete you can click on the 'Browse AutoEntry' button at the top to open AutoEntry in another tab and continue working else where until the upload completes.
Don't forget, for smaller purchase receipts/expenses, our free Phone App is the easiest way to snap a photo and upload. Straight through the app!