The Activity tab provides a full record of all documents uploaded by users for each company. This article will give you an overview of the Activity page and its functions!
How do I access my Activity tab?
You can access the Activity tab either from your company homepage or within any folder.
What will I see in the Activity?
There are 2 tabs at the top of the Activity page. One for uploaded files, and files that have finished processing.
The Uploaded Files tab allows you to review:
The date of the upload
The user involved
How the file was uploaded (mobile app or browser)
A preview of the file uploaded
Size of file including a download link to download the original file
File status (uploaded/processing/ready)
Number of pages/items uploaded
Details of the upload (including a link to view the completed file when ready)
Under the Processed Items tab you can review:
View icon to view processed invoices
Doc ID is AutoEntry's internal reference number for that document
The user who was last active
Brief description of the action
The date of the activity
Current status and location of the document
Details of the invoice
Link to preview the document image
For the invoice status, the 'inbox', 'archived' and 'rejected' icons are links to bring you directly to those pages.
To the top right, there are options for searching for particular items/invoices which can also be filtered by date/user/status.
The Activity tab is treated as a record of each item uploaded to AutoEntry and therefore cannot be deleted or removed.