How to Upload Files to AutoEntry
Once you click into a company within AutoEntry, you will see up to five document folders - Purchases, Sales, Supplier Statements, Expenses and Bank Statements. The folders that show will be dependent on the permissions granted to you as a user.
The Purchases folder is where you would upload purchase invoices, receipts and purchase credit notes
The Sales folder is where you would submit sales invoices or sales credit notes.
The Supplier Statements is where you should upload (you guessed it) supplier statements
The Expenses folder is where you should upload receipts/invoices that will need to be added to an expense report to be submitted for approval
The Bank Statements folder is where you can submit bank or card statements
To upload, click on the '+ Upload' button above the relevant folder:
This will open a new window where you can either select files directly from your computer (In .PDF, JPEG, TIFF or XLSX/DOC format) or drag and drop files straight into the window. Alternatively, you can email the files to the unique email address set up for the relevant folder.
Please note - if you wish to change any of the default settings shown below, these must be selected before uploading the file to be applied successfully.
Processing of files is not instant, please check here for processing times:
Here is a quick video showing the full process also:
How do I know my file has been uploaded?
Once AutoEntry has received your files there will be a notification banner in the relevant inbox to inform you that we have received the files and are processing them.
Also, in the Activity tab you will be given all activity that has taken place in your company including uploads.
It can take a minute or two for the notifications to update when the files have been received.