On any of your AutoEntry companies, you will see two folders you can upload invoices to:
The Purchases/Bills folder is where you would upload purchase invoices, receipts and purchase credit notes
The Sales folder is where you would upload sales invoices or sales credit notes
How to upload an invoice
How to upload an invoice
Click on the + Upload Document button on the top right corner of your screen.
This will open a new window where you can use the drop-down menus to select the company and folder you are uploading to. You can either browse your PC for invoices or drag and drop files straight into the window.
The uploaded documents will be shown at the bottom of the window. Additional invoices can be selected by clicking + Add More.
📌TIP: The upload window cannot be closed while invoices are still uploading. However, you have the option to click Browse AutoEntry at the top of the window to open AutoEntry in another tab and continue working elsewhere until the upload completes.
Accepted file types
Accepted file types
AutoEntry will accept and process the following file types:
PDF
TIFF & TIF
JPEG
.doc & .docx (Word files)
.xlsx (Excel files)
📎NOTE: Irrespective of file type, screenshots will be rejected.
How do I know my file has been uploaded?
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.
Your Activity tab will also show you all uploaded invoices for that company.
📎NOTE: Processing of files is not instant, please check here for processing times.
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Last edited:
Jun 21, 2023, 10:45 AM