In AutoEntry, you can upload scanned copies of paper bank statements (including credit or debit card statements) and ePDF files from online banking accounts. AutoEntry then extracts data from these uploaded bank statements which you can download and import into your accounting software.
How to upload a bank statement
When you follow the steps for uploading a document, select the Bank Statements folder.
You can check the upload status from the Activity tab. A banner notification also appears in the Bank Statement Inbox to show you the file is processing.
Once the extraction is complete, it appears in your Bank Statements Inbox folder.
What data does AutoEntry capture from bank statements?
The system will extract the following information when you upload a bank statement.
Account number
Date
Description
Debit
Credit
Balance
Cheque number (if applicable)
📎NOTE: AutoEntry doesn't allocate any nominal codes for bank statements. You can add these within the exported Excel/CSV file after extraction.
Can I transfer bank statements from AutoEntry to my accounting software?
Once the upload and extraction is complete, you can download the statement as an Excel or .CSV file. You can then import this file into your accounting software.
What is the cost of processing a bank statement?
Due to the higher level of extraction required for bank statements, the charge for processing is three credits per page.
📎NOTE: AutoEntry charges 3 credits for every page uploaded, even if some pages have no transaction data (Blank pages, summaries or notes sections). This includes pages with graphs, which are also charged at the same rate.
📌TIP: To optimise your credit usage, review and remove pages that don’t contain relevant transaction data.
The exact monetary cost per page depends on your subscription level. To find out more about our pricing, visit autoentry.com/pricing.
📌TIP: Consider changing your subscription package to reduce per-page costs. You can always downgrade your subscription back to a lower level when you don't need as many credits.
Rejected Bank Statement
When the system rejects a bank statement, AutoEntry automatically refunds the credits back to your account. (This doesn't apply to invoice uploads).
📌TIP: Go to the Activity tab > Processed items tab to review the file’s status.
Duplicate Bank Statements
Duplicate bank statements can occur when files with similar or identical data are uploaded multiple times. AutoEntry flags files as duplicates if they contain transactions or data that match previously uploaded files. This ensures that duplicate data is not processed unnecessarily. When a duplicate is detected, the system automatically blocks it from being processed, preventing duplicates from appearing in your inbox.
Resolving Duplicate Errors
If a bank statement is marked as a duplicate, you can take the following steps to resolve the issue:
Re-upload Non-Duplicated Pages: Upload only the pages of the statement that were not previously uploaded. Ensure that no transactions overlap with previously uploaded data.
Extract Non-Duplicated Transactions: If duplicates persist, AutoEntry can extract non-duplicated transactions and add them as a separate account or project within your inbox.
📎NOTE: Credits are charged for every upload, including duplicates, unless the duplicate file is rejected. To avoid unnecessary charges, check the 'Processed Items' tab under 'Activity' to monitor credit usage and ensure files are not duplicates before uploading.
Canceling or Rejecting Duplicate Files
To cancel the processing of a duplicate bank statement and ensure credits are not used, follow these steps:
Reject the File Before Processing: If the duplicate file has not yet been processed, you can reject it directly in the AutoEntry portal. Look for the option to "reject" the file.
Request Rejection by the Processing Team: If the file has already been sent for processing, contact the AutoEntry processing team to request that the file be rejected. Once rejected, the credits used for the file will be automatically returned to your account.
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